SDR - SiteMinder Limited - Strawman: ASX share price, valuation, research and discussion

SiteMinder Limited

ASX:SDR

SiteMinder Limited

ASX:SDR

$6.54 (-0.2%)

Last close price

#42

Rank

15

Held by

36

Followers

Reports (4) My Report Forum Investors

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Company Report

Last edited 5 days ago

Performance

Community Engagement

Community Endorsement

ranked

#12

Performance (41m)

2.6% pa

Followed by

70

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#Trading

Added 2 months ago

Anyone aware of who bought so aggressively?

#Broker Coverage

Last edited 5 months ago

Morningstar imitating with a $10 price target.

Same points made:

$40M of cash and move to CF positive in FY25.
Expect metrics to adopt that of a platform as the channel manager industry consolidates - SDR being the leader at double other market shares at 5% - natural winner (some risk this does not happen). SDR then becomes natural choice lowering customer acquisition costs.
Attraction to hotels to use SDR due to operating leverage from incremental guests despite dominance of Booking.com and Expedia.