DCF

Mirriad Advertising (MIRI): Ad industry game changer

Retrieved on: 
Friday, August 13, 2021
Budget, NDA, EBITDA, CAGR, Research, Marketing, DCF, Tencent, WACC, Advertising, Electric power industry

Mirriad Advertising is shifting up a gear, with its AI-driven, in-content advertising gaining credibility with brands, agencies and platforms, helped by December's 26m fund raise.

Key Points: 
  • Mirriad Advertising is shifting up a gear, with its AI-driven, in-content advertising gaining credibility with brands, agencies and platforms, helped by December's 26m fund raise.
  • A Tier 1 global content platform signed up in Q420 (subject to an NDA) and in June, Tencent upgraded to a full commercial contract.
  • A major global food and beverage company has been working with Mirriad to insert assets into content and has extended the co-operation.
  • The offering is being positioned as an integral element of marketing budgets, with the additional prospect of ad insertion into live TV.

Let's Talk Interactive Brings Custom Telehealth Solutions to School Districts

Retrieved on: 
Thursday, August 12, 2021
Solution, Telehealth, Program, United States Public Health Service, Florida Department, Let’s Talk Interactive, Hurricane Michael, Somerset School District, Health, Student, Florida Department of Children and Families, Partnership, Health care, LTI, Alpine Loop National Back Country Byway, Zoom Video Communications, DCF, AMVCA Trailblazer Award, K-12, Business development, HIPAA, PTSD, Children's Institute Inc., Mobile phone, Medicine

LTI continues to expand its school telehealth programs -- most recently in partnership with Central Florida Cares Health Systems where it will be supporting Orange and Brevard County schools. LTI also expanded its school program with NWF Health Services to include Holmes, Wakulla, Washington and Gadsden County school districts.

Key Points: 
  • LTI continues to expand its school telehealth programs -- most recently in partnership with Central Florida Cares Health Systems where it will be supporting Orange and Brevard County schools.
  • LTI also expanded its school program with NWF Health Services to include Holmes, Wakulla, Washington and Gadsden County school districts.
  • Between October 2019 and March 2020, at the height of the pandemic, LTI's telehealth kiosks facilitated over 232 virtual therapy sessions.
  • Let's Talk Interactive, Inc. is a complete end-to-end Telehealth solutions provider and recipient of Zoom Video Communications, Inc's global inaugural Trailblazer Award.

Ergomed (ERGO): Momentum continues with EBITDA upgrades

Retrieved on: 
Thursday, August 12, 2021
Acquisition, EV, EBITDA, FX, DCF, Research

Ergomed's H121 trading update highlights that operational momentum continues to be strong following its stellar performance in FY20.

Key Points: 
  • Ergomed's H121 trading update highlights that operational momentum continues to be strong following its stellar performance in FY20.
  • The order book continues to grow at an impressive rate, up 18% from end-2020 with a strong 1.62x book-to-bill ratio for the period.
  • With acquisition synergies being realised faster than expected, we adjust our near-term margin assumptions, somewhat increasing our FY21/22e adjusted EBITDA forecasts.
  • Ergomed trades at a premium EV/EBITDA of 24.5x compared to the peer average of 21.9x, but at a discount to Medpace on 28.5x.

Tinexta (TNXT): Growth in highly innovative areas

Retrieved on: 
Tuesday, August 10, 2021
DCF, Solution, Research, EV, Financial services

Tinexta provides IT solutions, information and consulting services in niche markets, predominantly to corporate clients.

Key Points: 
  • Tinexta provides IT solutions, information and consulting services in niche markets, predominantly to corporate clients.
  • It has leading or strong market positions in the majority of its businesses, which have structural growth drivers.
  • Management's strategy of diversifying its services and geographic expansion via M&A and subsequent organic growth has generated improving financial metrics, while remaining shareholder friendly with respect to cash returns and a robust balance sheet.
  • About Edison: Edison is a leading research and investor relations consultancy, connecting listed companies to the widest pool of global investors.