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12/10/21
12:40
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Originally posted by saintex:
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...and DDH looks quite interesting at today's share price. The stock has not done much since its IPO (in March 21) while the company has been delivering (beating FY 21 prospectus forecasts for revenues/EBITDA/Cash flow) and does not look expensive looking at the free cash flow yield (excluding growth Capex), while they had a good growth since FY 17. Main risk seems to be about the main shareholders still selling. And of course, the cyclicity of the business. Short term, DDH looks quite bullish expecting an increase of their rates thanks to the supply/demand situation.
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yes I was surprised to see that SWK was not receiving inflated script but actually quite undervalued given the consistency of revenue and profit growth at single digit forward valuation multiples