Company Report
Last edited 8 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#10
Performance (12m)
22.9%
Followed by
30
Straws
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#FY23 results
stale
Added 8 months ago

Nice little business these guys have built here. They've now gotten rid of all the dead wood and we are left with just the Data & Insights business. Modest debt, easily serviceable given the asset light cash generative nature of the core business, plenty of cash, and growing rapidly. For an advertising exposed business to have grown its topline 22% and PBT ~30% in the last year is very impressive, imo. A $35m market cap with their operating business generating ~$10m in PBT and growing rapidly.cc6b3fa6b777ab94bfae3d1d825ebfbb167b72.png