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Velti Halka Acık Limited Şirket Message Board

  • lottaluckeh lottaluckeh Jan 30, 2013 1:49 PM Flag

    EBITDA will be down in 2013 vs 2012

    You heard it from the CFO lips.. He expects a reduction in EBITDA in 2013 vs 2012 .. if i connected his thoughts he was explaining the shift to go after cash flow positive markets.. which meant they would walk away from large revenue customers that are EBIDTA positive but have long collection cycles.. so my take away is that the business PIVOT in the SHORT-TERM will result in a slowing down of top line growth but a significant improvement in cash flow generation.. a ST Trade off.... long term it is still firing on all cylinders... i will hang tight and see how the market digests this and likely now wait until post earnings to see what kind of forward looking forecast they will provide. Don't get me wrong, they indicated Q'1 is trending ahead of Q'4 so their will be GROWTH.. just not sure how big the multiplier will be and what it needs to be to keep the shareholders happy.. +45% ???? not sure

    IMHO

    Sentiment: Buy

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    • Yes, a reduction in ebitda because they are selling the Greek assets. They had those assets in 2012. But improved cash flow and it's always all about the cash. But I don't see a slowing down in top line growth. They said over and over that the deals are getting bigger and more of them. Can't wait till March for earnings