Schrole Group Ltd

ASX:SCL

Schrole Group Ltd

ASX:SCL
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$0.210 (0%)
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Valuation of $0.034
stale
TEPCapital
Added 4 years ago
Schrole Group Ltd is a technology-based software developer and provides schools (both domestic and international) with technology based recruitment platforms and consulting service solutions. TEP Investments purchased in the buy zone below 1.9c. SCL has 1.47 billion shares on issue, circa $6M cash in hand (post the Faria Deal) and ARR of $4.4M AUD (1 USD to 1.44 AUD) as of the end of the June 2020 quarter. The strategic partnership with Faria is the core catalyst. We believe fair value is 7-10x FY21e ARR if the Faria integration results in a step-change in growth, for a market capitalisation of $42M to $60M AUD, corresponding to a fair value share price range of 2.8c to 4c.
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Valuation of $0.018
stale
Rapstar
Added 4 years ago
A
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#Bear Case
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Rapstar
Added 4 years ago
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Disc: I own SCL, but this is something to be aware of. 

The fastest growing business in SCL is their ETAS.  This is their training services, which is not tech, or software.  It is training.  

It represents 30% of revenue, and is growing at around 80%, driven by what appears to be high demand from the cyclical mining sector.   Taking this side of the business out of the equation, overall growth is running at a more "pedestrian" rate below 30%.  

IF the ETAS business growth tanks due to a mining dowturn, or ohter impact on the business, SCL overall growth will be seriously affected.    

This is not a 100% SAAS story - yet. 

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Valuation of $0.050
stale
LifeCapital
Added 5 years ago
The business looks to be breaking even. Great recurring revenues and they seem to be creating a good competitive advantage, a tiny seek focusing on international school/teacher recruitment. Trading at around 2x revenue and should be around 5x.
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