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Channel Infrastructure NZ

Future Fuel Storage Contracts Will Support Long Term Earnings Resilience

Catalysts About Channel Infrastructure NZ Channel Infrastructure NZ operates nationally critical fuel storage and terminal infrastructure that underpins New Zealand's transport and energy supply chains. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

NZ$2.72

0.7% overvalued

AnalystConsensusTarget's Fair Value

Revenue

8.33% p.a.

Profit Margin

22.01%

Future PE

34.93x

Price in 2028

NZ$3.34

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Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

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Trending Discussion

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RockeTeller

yes it is, I'm bought it. My other silver hold: ASL, KUYA, BRC, AGAG, AAG, SLVR, BML, GGD, SCZ

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TH

Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.

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DO

High bankruptcy probability - definitely wouldn't buy. I am surprised that this popped up in my mail today.

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