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.
Gold/Mining/Energy : Datamirror (DMCX) (T.DMC) -- Ignore unavailable to you. Want to Upgrade?


To: JayPC who wrote (468)7/8/2000 6:37:59 PM
From: Flipper12  Read Replies (1) | Respond to of 603
 
re Market cap update

your comparisons don't take into consideration the interest in Pointbase that could become very valuable when it ipo's. it looks even cheaper still when pointbase is considered



To: JayPC who wrote (468)9/2/2000 1:45:15 PM
From: Flipper12  Read Replies (2) | Respond to of 603
 
Market Cap update: September 1

INFA: Informatica Corp closed at 100.38 US$
Market cap of 3.455 Billion US.
Second quarter revenue: 34 million

QSFT: Quest Software closed today at 57.25 US$
Market cap of 4.422 Billion US.
Second quarter revenue: 37 million

DMC: Datamirror closed at 26.65 CAN$
Market cap of 308 million CAN$.
First quarter revenue: 13 million

Conversion to US$ (at .68)
DMC: Datamirror closed at 18.12 US$
Market cap of 209.44 million US$.
First quarter revenue: 8.84 million US$

Revenues vs INFA: 26%
Market Cap vs INFA: 6.0%
Revenues vs QSFT: 23.9%
Market Cap vs QSFT: 4.7%

After the second quarter, revenues are 24-26% of its competitors, yet market cap is 4.7-6.0%

A similar market cap based on revenues would put DMC's market cap between 898 million USD and 1.056 Billion USD.

That translates into a DMC share price of 77.58-91.26 USD.

Translate to Canadian, DMC is fairly valued at
$114.09 to $134.21 per share.


The last time Jay did this update:
DMC is fairly valued at 105.91 to $162.33 per share Canadian dollars per share...
Message 14012397
Message 12812779

Regards
Pete

Couldn't wait for Jay to do his next update so I did it for him