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#Acquisition
stale
Added 3 years ago

UK-based company acquires struggling Isentia

'Struggling media monitoring firm Isentia will be acquired by UK-based technology and software company Access Intelligence and shareholders will receive $0.175 per share in cash.'

Further details in the AFR report, here

A month or two old, but I figured it might add some value to members as I found it interesting. Looking at the charts this has been an absolute destroyer of shareholder value. I haven't seen many like this, to be frank. 

I think this could represent a great DD opportunity to explore some of the issues that were experienced with Isentia, and hopefully reveal some red flags to take us lessons - what to avoid etc.

The thing that still surprises me the most about Isentia is they are still a very legitimate business with very legitimate contracts - governments, large organisations etc. Pretty interesting. 

DISC - thankfully, I have never held this. 

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#Broker/Analyst Views
stale
Added 4 years ago

24-August-2020:  Morgans: isentia: Getting tech fit

Recommendation: ADD (no change), Current price: A$0.22, Target price: A$0.36.

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Valuation of $0.435
stale
Added 6 years ago
Assuming ISD can stablise earnings and achieve targeted cost cuts, then i think a forward EV/EBITDA of 6.5 is reasonable. With guidance for $20m EBITDA in FY19, and $43m in net debt and 200m shares on issue, that gives an intrinsic value of 43.5c
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