Forum Topics C79 C79 Valuation

Pinned straw:

Added 8 months ago

Covered them also in this weeks article (https://www.goforgrowth.co/p/10-growers-in-fy23-part-3). Quality chart from @jcmleng on expected cashflow per unit. I do wonder what the chart looks like if we extrapolate to 5 years. In my mind the valuation on this one feels a little bit out there as it stands. It feels like 2 good years of continued strong growth are built into the price.

Although typically when I see a high valuation, the only result is it just seems to get higher over time.

Curious how holders think of valuing this one?

jcmleng
8 months ago

Thanks @JPPicard. I need to revisit the cashflow xls as @RhinoInvestor has pointed out that the capex per unit might be 2x what I had in my sheet which does change the position significantly. Was going to wait for the 1QFY24 4C to have another look at the Capex as it is not too far away from release ...

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