On the 19th of February, BigAir released their half year results for FY15. Let’s check it out: Revenue $26.2M up 55% EBITDA $8.5M up 28% NPAT $3.5M up 22% At current price of 0.795, BGL is selling for 20 times earnings. At these rates of growth, that’s a pretty good deal. Microequities have…
Month: March 2015
Bulletproof Networks: HY15 results (BPF)
BPF released their HY15 results this week, showing the following results on PCP: Revenue $11.9M (up 46%) Underlying EBITDA $1.2M (up 20%) NPAT $808k (HY14 $95.7k loss) Underlying NPAT $567k loss (Due to performance share revaluations) So the business is now making money, having doubled staff in 12 months, and are growing revenues…
Berkshire Hathaway’s 2014 Letter
Every year when it comes out, I read Warren Buffett’s annual letter to shareholders. I’ve come to know the key businesses within Berkshire Hathaway, and it inspires me to think long-term as Buffett reflects on the performance of his own investment decisions over many decades. The letter reflecting on 2014 celebrates 50 years of management,…
Reverse Corp HY15 earnings (REF)
Reverse Corp provided an earnings update for HY15 this week, and confirmed things were still moving in the right direction: Revenue $4.51M (up 4%) EBITDA $1.84M (up 16%) NPAT $1.05M (up 56%) So revenue nearly flat, with increased profitability thanks to more efficient operations at 1800 Reverse. OzContacts is now breakeven, so we can anticipate…