SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: FHM who wrote (9977)6/6/2005 10:08:31 AM
From: Crossy  Read Replies (2) of 37387
 
re: IPII targets..

well look at growth and gross margins. GM for the company is around 30%. Normally such firms sell for a PSR of 1. But such a valuation would not price in ANY GROWTH and IPII has been growing 15-40% per year in sales with the exception of the fallout period from Sept/11

IMHO, for a start let's assume PSR of 1. That would translate into a share price of $24-26. Certainly doable over the midterm

rgrds
CROSSY
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext