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Spartacus07 ignore topic, view thread , thread start
Re: e-mail reply
"We're so damn cheap in comparison to many China micros now with a ttm PE under 3 as of today's close, and a conservatively estimated PE between 1 and 2."
Looking at it from the the aspect of a future growthrate a ttm p/e under 3 looks very undervalued when one should expect the current growthrate to continue or accelerate as future revenue & earnings come into view.
Past results of 2006=$0.08 2007=$0.13 2008=$0.23 shows this accelerating trend already began in 2008 when just two of the higher margined products were introduced. They have enough new higher margin products in both the development & production stage to keep this trend going for many more years.
So anyway you look at it CKGT has a great longterm future with plenty of room for a expanding pps when one considers that a future growthrate of 50% currently carries a ttm p/e ratio of less than 3.
Looks a lot like where 10 to 20 bagger come from. This stock presently valuation wise looks a lot like UTA did when I first bought a big chunk @ $0.50 with expectations of a $5 target pps.
Not only CKGT but CNOA LTUS & others with low ttm p/e's & high growthrates if they continue to deliver past results I can see a lot more UTA's on the horizon,,, however UTA did have great visibility of future earnings thru a combination of acquisitions & organic growth while CKGT has the best visibility of earnings i have come across & almost entirely thru organic growth with acquisitions only needed to expand their manufactoring facilities.
That acquisition occured in 2008 from cash as very little dilution has been needed due to low debt & increasing cashflow a idea type of company to own.
If you don't agree with this opinion please express yours here possibly before they hire a IR firm to present those question.
Spartacus07 ignore topic, view thread , thread start
Re: e-mail reply
"We're so damn cheap in comparison to many China micros now with a ttm PE under 3 as of today's close, and a conservatively estimated PE between 1 and 2."
Looking at it from the the aspect of a future growthrate a ttm p/e under 3 looks very undervalued when one should expect the current growthrate to continue or accelerate as future revenue & earnings come into view.
Past results of 2006=$0.08 2007=$0.13 2008=$0.23 shows this accelerating trend already began in 2008 when just two of the higher margined products were introduced. They have enough new higher margin products in both the development & production stage to keep this trend going for many more years.
So anyway you look at it CKGT has a great longterm future with plenty of room for a expanding pps when one considers that a future growthrate of 50% currently carries a ttm p/e ratio of less than 3.
Looks a lot like where 10 to 20 bagger come from. This stock presently valuation wise looks a lot like UTA did when I first bought a big chunk @ $0.50 with expectations of a $5 target pps.
Not only CKGT but CNOA LTUS & others with low ttm p/e's & high growthrates if they continue to deliver past results I can see a lot more UTA's on the horizon,,, however UTA did have great visibility of future earnings thru a combination of acquisitions & organic growth while CKGT has the best visibility of earnings i have come across & almost entirely thru organic growth with acquisitions only needed to expand their manufactoring facilities.
That acquisition occured in 2008 from cash as very little dilution has been needed due to low debt & increasing cashflow a idea type of company to own.
If you don't agree with this opinion please express yours here possibly before they hire a IR firm to present those question.
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