$IDT:I was wrong, SOP closer to$1.5B When this was $10 Last October when I posted. Now $36 did no see the growth. Based on last 6 months rev, new annual looks like 1.4B. 1.1x sales is about +1.5B or $60/share. ($65 if you add cash and investments)
10/2020 $IDT SumOfParts $737M Current MarketCap 255.
sales from Fiscal year end 7/31/2020 (May have rounding)
Boss .6x sales of 800 = 479 Growth .7x sales og 60 = 42 Legacy .2x sales of 393 = 78 n2Phone .5x sales of 50 = 25 Net Cash = 109 ( that is 4/share) total 737M
Last Q EBITDA 24M 96M annual Market Cap 255 Less Net Cash 109 Enterprise value 146M EV/EBITDA 1.52x CHEAP!
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