$ASTS $8.32 $ASTSW $2.65 Float 117M Short 31.6M=27% SI

CONCLUSION: Current EV of $2.15Bln grossly undervalues a business that could generate that much in adj. EBITDA in 2027E. Asymmetric risk reward with a current FV in the $15-$20 range for 100%+ return from current levels.

Investment Jargons Simplified:

1. Topline = Sales
2. Bottom-line = Profit after Tax = Net Profit
3. EBITDA = Operational Profit (Sales - Cost of Goods)

4. Operational Leverage : when a company has excess capacity and does not need fresh Capex to produce more. Incremental sales

EBITDA vs. EVA

Don't get tricked by EBITDA.

EBITDA explained to kids

(Also works for adults)

EBITDA Explain Simply

H/T Brian Feroldi

SUPRIYA LIFESCIENCE - Good Results & Outlook🟢

- Delivered as per Guidance✅
- 24 % REV Growth, 30 % EBITDA Margins
- On Track for 1000 Cr Revenue by FY27 (20 %+ CAGR)🔥

FY24- Stellar💹
REV🔼24 % - 570 Cr
EBITDA🔼34 % - 173 Cr
PAT🔼34 % - 119 Cr

Steady CFO🔥
113 Cr vs 66 Cr

Zahlen von #Endor zu Q1 2024.

Insb. die Rohertragsmarge ist mit 50,2% wieder auf einem guten Niveau. EBITDA und EBIT positiv. Und diese Firma soll Insolvengefährdet sein....

Coupang $CPNG

3 yr rev CAGR = 28.10%
1.70x 2023 sales
1.36x 2024 expected sales
1.17x 2025 expected sales
'24/'25 expected avg rev CAGR = 20.31%

3 yr ADJ EBITDA CAGR = 147.22%
43.69x EV/2023 EBITDA
34.09x EV/2024 expected EBITDA
29.35x EV/2025 expected EBITDA
'24/'25 expected

🔴 #bioen Biotrend Enerji Ceo'su: Plastik dönüşümü için Honeywell ile 300 milyon dolarlık yatırım yapacağız.

✔️2023 yılını 2.2 milyar TL ciro ile kapattık. Ciromuzda %46 lık artış oldu.

✔️2024 hedefimiz hem ciroda hem Ebitda da hem de borç/ebitda oranında olumlu ilerleme

$GENI 110% upside to 12x 2026 EBITDA (will be doing a 40% EBITDA CAGR and 30% EBITDA margins)

Adjusted EBITDA vs. EBITDA

Some of the best of Charlie Munger:

“Every time you hear EBITDA, just substitute it with bullshit”. Absolute legend. 🐐

The EBITDA Cheat Sheet

Because EBITDA is not Cash Flow.

#Annapurna Swadisht😋🍲

Swadisht results by the co.💥

Fy24
Rev. up 65%🚀
Ebitda up 2x
10.5% vs 8.4%
Pat up 84%🚀🚀

Looking to double its turnover in Fy25
130crs will be added via recent acq. & rest by organic growth

Hv hired professionals from industry to scale up operations

#Jtekt India

The most awaited result for me.

Fanatastic nos posted with
Topline up 20 pct with highest rev at 636 Cr
Margins at 11 pct(not seen in past 3 yrs in any qtr)
Ebitda of 70 Cr vs 50 Cr last yr (51 Cr last qtr)

EV（時価総額-純現金）/EBITDA（≒現金収入）が何倍か？というのは、シンプルにとらえますと 利回り になります。5倍ということは利回り20%、3倍なら利回り33%のようなものです。何年で回収できるのか？というものです。ので、非常に本質的な分析指標になります。

ERs tonight: Revenues/EBITDA and EPS expectations
$COST: $58.1B/ $2.7B/ $3.7
$MDB: $440M/ $31M/ $0.40
$ZS: $536M/ $116M/ $0.66
$VEEV: $642M/ $253M/ $1.43
$S: $181M/ -$19M/ -$0.05
$ESTC: $329M/ $29M/ $0.20
$ULTA: $2.7B/ $465M/ $6.24
$DELL: $21.6B/ $2.1B/ $1.26
$MRVL: $1.2B/ $322M/

EBITDA Explained to Kids

#Indegene Limited Q4

Solid Numbers👍
Operationally Super Strong🔥

Rev : 632➡️673 cr
EBITDA : 110➡️164.3 cr🔥
Margin : 17.4%➡️24.4%👏
PAT : 48.8➡️94.9 cr
OCF : 537 cr Almost 3.5×

Operationally Brilliant Performance

PE : 36.6×

FY25 Will Be Driven By
Efficiencies of Aquisitions

$ASTS $8.32 $ASTSW $2.65 Float 117M Short 31.6M=27% SI

CONCLUSION:
⭐Current EV of $2.15Bln grossly undervalues a business that could generate that much in adj. EBITDA in 2027E.
⭐Asymmetric risk reward with a current FV in the $15-$20 range for 100%+ return from current levels.