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MWR - Getting to a valuation

  1. 1,130 Posts.
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    I've done a fair bit of research on MWR and thought I'd share it to start a discussion and hopefully build some better awareness. While in the immediate short term there may be some challenges and risks, the FY2021 picture and beyond looks very compelling. As always DYOR

    I'll have to break this up into multiple posts but will touch on:
    1. The buy thesis
    2. Where we are now and what's priced in
    3. What to look for in the 1H20 results
    4. The product and growth - new verticals and new markets
    5. Financials deep dive
    6. Forecasting
    7. Downside and key risks
    8. Valuation - the bull and bear case
    9. Key catalysts

    Also, for full disclosure I'm presently at hold instead of buy due to the recent sales miss, some question on management credibility and some immediate near term headwinds. I think that these can be overcome but I'd rather be conservative in my sentiment for now.
 
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