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Your Inputs vs. Recent Data
Your figures are close to the latest reported numbers. According to recent filings, Addvalue reported TTM revenue of ~S$24M (US$18.6M)
and net profit of ~S$2.7M (US$2M), with the company having just secured an additional US$3.7M in space orders bringing their order book to US$26.4M .
Valuation Metrics at S$0.084
| Metric | Calculation | Result |
|---|---|---|
| P/E Ratio | S$309M / S$2.7M | ~114x |
| P/S Ratio | S$309M / S$25M | ~12.4x |
| Market Cap/Order Book | S$309M / US$26.4M | ~11.7x |
Assessment
Current valuation appears stretched based on traditional metrics:
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P/E of 114x is extremely high for a hardware/communications equipment company with S$25M revenue, even factoring in growth
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P/S of 12.4x is aggressive for a company not in high-margin SaaS
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The stock has already risen +454% over the past 52 weeks and +670% over 1 year
What Would Be " Fair" ?
For a small-cap satellite communications hardware company with decent growth (22% revenue growth YoY) but hardware margins:
| Scenario | P/E Assumption | Implied Price | Downside |
|---|---|---|---|
| Conservative (30x P/E) | Growth stock but hardware | S$0.022 | -74% |
| Moderate (50x P/E) | High growth premium | S$0.037 | -56% |
| Aggressive (80x P/E) | Space/IDRS hype | S$0.059 | -30% |
Key Risks & Considerations
Bull case: IDRS (Inter-Satellite Data Relay System) is a unique technology with recurring airtime revenue growing 50% YoY
, order book at record US$26.4M
, and the space economy theme is hot.
, and the space economy theme is hot.
Bear case:
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Altman Z-Score of -1.32 suggests bankruptcy risk
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Still a small hardware company with 74 employees
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Current valuation prices in years of perfect execution
Bottom Line
At S$0.084, the market is pricing Addvalue as a high-growth space technology leader. A more defensible entry would be in the S$0.03-0.05 range (36-60% lower), which would still represent a generous 40-70x P/E multiple for a hardware company. The current price appears to reflect speculative momentum rather than fundamental value.
Note: This is not investment advice. The company has significant convertible bonds and warrants that could dilute shareholders further.
Trainner ( Date: 13-Mar-2026 12:16) Posted:
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Opened at 7.9cts and chiong all the way to 8.6cts. Afternoon no strength and pulled back to 8.1cts........
Still weak...... have to see next week performance.
Still weak...... have to see next week performance.
Addvalue just posted a business update in SGX.
Just a note below:
Total floating: ~3.68 billion shares
at 8.4cts, market capitalisation is ~S$309M
12 months Revenue is ~S$25M
Net profit ~$2M
what should be the price for this counter?
Just a note below:
Total floating: ~3.68 billion shares
at 8.4cts, market capitalisation is ~S$309M
12 months Revenue is ~S$25M
Net profit ~$2M
what should be the price for this counter?
Steady steady.....
Addvalue must clear 8.3cts convincingly to avoid the formation of head-shoulders......
Addvalue must clear 8.3cts convincingly to avoid the formation of head-shoulders......
BB is backed
Asti
In cement
Figtree
Advalue
And
Asti
In cement
Figtree
Advalue
And
👍
Trainner ( Date: 09-Mar-2026 20:29) Posted:
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Closed at 7.5cts, hopefully, will move up tomorrow.
Elf2000 ( Date: 09-Mar-2026 16:04) Posted:
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Quite stable at 0.076 now...
Trainner ( Date: 09-Mar-2026 10:02) Posted:
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Taking cover already
Take cover immediately
kye_lin ( Date: 05-Mar-2026 17:20) Posted:
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I was wrong, the support shifted to 7.2cts.... 😱
Trainner ( Date: 09-Mar-2026 09:59) Posted:
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I guess the support should be at 7.4cts? If this is broken.........what will happen?
Elf2000 ( Date: 06-Mar-2026 09:05) Posted:
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Unfortunately, share price drops....
much stronger outlook has already factored into the share price, at this rate of new business is not helpful, Addvalue needs to accelerate new business win and not too complacent.......
Also, Iran war is not helping...... other than energy stocks, many counters drop..... dropping.....
Please accelerate new business win.......
much stronger outlook has already factored into the share price, at this rate of new business is not helpful, Addvalue needs to accelerate new business win and not too complacent.......
Also, Iran war is not helping...... other than energy stocks, many counters drop..... dropping.....
Please accelerate new business win.......
spursfan ( Date: 09-Mar-2026 08:11) Posted:
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ADDVALUE SECURES US$3.7M IN SPACE ORDERS, STRENGTHENS FY2027 GROWTH
https://links.sgx.com/1.0.0/corporate-announcements/32JSTF14URJWAM21/877758_AVT-Announcement_on_US%243.7m_new_orders_IDRS_090826.pdf
https://links.sgx.com/1.0.0/corporate-announcements/32JSTF14URJWAM21/877758_AVT-Announcement_on_US%243.7m_new_orders_IDRS_090826.pdf
Is this related to Addvalue????
longterminvestor ( Date: 06-Mar-2026 14:56) Posted:
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Hope BBs come in EFH
💪 💪 💪 💪 💪 💪 💪 💪
Nice buy up😀
Is it true that if China buy the defend system, Europe will not buy due to security concerns?
The stock selected into MSCI index must have some basis for fund manager to buy....Singapore EDB also a SSH inside while Singapore government like army to acquire Satellite and drones skill too!