A few questions about the projected segment EBITDA margins:
1) why do you keep margins at 42% in digital imaging even though these were inflated margins due to Covid?
2) How do you calculate projected Sensors and Controls EBITDA? If I take sensors and control revenue + projected revenue from acquisitions I get to 45m revenue. Applying 19% margin to that gets me 8.55m EBITDA, not 6.97. Am I missing something?
Professionally structured with great visuals. A masterpiece man. Well done!
This is so well-researched and thorough. I'm impressed. Well done!
Thanks so much for your great article! It has been very usefull for me!
Hello,
very good thesis,
After seeing the latest results there are two points that catch my attention and I don't like them:
1 - high growth of inventories and accounts receivable
2 - both Ford and Creedon have sold a lot of shares, (Ford 33% since 2021, Creedon more than 50% in 2022.
These two points, especially the second, make me not buy more at these prices.
what's your opinion about it?
Thank you,
Thank you for the great read!
A few questions about the projected segment EBITDA margins:
1) why do you keep margins at 42% in digital imaging even though these were inflated margins due to Covid?
2) How do you calculate projected Sensors and Controls EBITDA? If I take sensors and control revenue + projected revenue from acquisitions I get to 45m revenue. Applying 19% margin to that gets me 8.55m EBITDA, not 6.97. Am I missing something?
Very cool Research, now SDI got below their intrensic Value do you will invest or which price you will start to build a position