Ron Shamgar’s Post

View profile for Ron Shamgar, graphic

Head of Australian Equities at TAMIM Portfolio Manager at TAMIM All Cap Fund

EML updated summary: - All regulatory matters resolved - Sentenial sale to complete within 3-4 months - Management 💯 focused on growth now!! Cap is $380m with $45m net cash (post Sentenial) EV $345m and consensus is $60m Ebitda ($30m FCF) in FY2025 Trading on 5.75x 💰💰💰 We think the stock can double next 12 months as company shows growth, and margin expansion from core biz

To view or add a comment, sign in

Explore topics