Spectra7 Microsystems Inc V.SEV

Breakeven

[JACKTHEBEAR2]

I think this needs to get to a much higher level for many original investors to breakeven so nobody will be selling soon

[ypl6r1]

Very true

[lscfa]

Co needs to do $20 million US in revenue to justify current share price....   Revenue 15,000,000 20,000,000 25,000,000 60% margin 9,000,000 12,000,000 15,000,000 Cash expenses (7,500,000)

[jackthebear1]

Just curious .why did you use a multiple of 10 and not 30 or 40

[lscfa]

Ebitda multiples < eps multiples.  

[S7research]

I like this page 13 the best. A 60% GAGR for 4 years from todays level is 40 mill. 27.5% EBITDA of that is 11 mill. Commin shares issued 21.1 mill. (page 12) I know there are additional options. P/E of 20 = 220 mill. market cap = Share price 10.4 USD = 13 CAD P/E of 30 = 330 mill. market cap = Share price 14.9 USD = 18.6 CAD P/E of 40 = 440 mill. market cap = Share price 20.8 USD = 26 CAD

[lscfa]

If ebitda is $11 million then eps has to be at least 30% less for income taxes paid.    

[lscfa]

Growth is slower than I thought....     2021 2022 2023 2024 2025 Revenue 5,000,000 9,600,000 15,360,000 24,576,000 39,321,600 25% ebitda

[S7research]

They say minimum 60% GAGR. A conservative number. Where do you have the Diluted shs 36,249,278 from? And for a growth company using multiple of 10 is way too low.

[Sandcastle]

One possible reason though for lower projections could be persistent manufacturing capacity issues and supply chain problems. Right now we have ships that have been at sea for as long as 12 months with global labour shortages abound; this all goes hand in hand with what may lie ahead. If pathogenic priming rears its ugly head and/or deadly "variants" (pick your poison) production of a

[lscfa]

Make that 41 million diluted   Shs 21,130,778 Wrts 8,745,287 Options 278,932 RSUs 627,614 Conv debt 5,466,667   36,249,278