RLG - reseller of brands into China, FCF+ve, priced at $0.03 could do 0.05c FCF per share over the next 12 months, would give a valuation of round $0.07 so say upside of 100%. Risk is the FCF dries up and it goes back to loss making. Could be worth a punt leading into FY results.
CGS - looks good but too expensive FCF yield under 5%
BXN - good numbers but I suspect its really too small to be listed.
EM1 - $4m FCF on $39m market cap, so 10% FCF yield. Could be one to consider.
ODA - very small, looks ok, but very promotional and i really didnt understand the business.
CST - tiny, not quite FCF +ve yet, one to watch.
ACU - did about 1.6c FCF so an IV of around 20c (currently 12c) FCF Yield of 11% (this includes backing out Jobkeeper of 2.5m)Its a bit too lumpy to work out ROIIC.
Acumentis Group Limited provides valuation, research, and advisory services in relation to property and businesses in Australia. The company offers residential property valuation, government, commercial property valuation, insurance valuation, rural and agribusiness, property advisory, quantity surveying, buyers agency, illicit substance screening, projects division, self-managed super funds property assessment, stamp duty assessment, family law and litigation, and homebuilder grant valuation services. It serves the private owner and investor, professional/SME, corporate, government, banking, finance, REIT, and development industries. - should do fine in our property market whether it goes up or down.
M7T - not quite there yet, but one to watch closely, I think its close to an inflection point.
ALC - not a bad result, but its stupidly expensive. Would have to grow at a totally unrealistic rate for many years to justify current price. Not investible.
