Forum Topics ALO ALO Valuation
BkrDzn
Added 2 years ago

@Bradbury

To touch base on your val today with 2 points. Firstly, share count is off as a big amount is under escrow so it should be ~200.7m not 118m. Secondly, there isn't a need/cost to re-acquire management rights, the D&A associated is just accounting policy, thus reinvestment would just have to capture an estimate on acquisition costs to support your 30% topline cagr assumption.


8

Bradbury
Added 2 years ago

Thanks for pointing those out. It’s good to get the feedback as I’ve only just started playing around with valuations. I’ll go back and revisit.

5