- ANY offers information technology solutions and the ability to connect to cloud services, like Microsoft Azure, among other hybrid cloud capabilities.
- In 2021, everybody seems to be buying shares of ANY because of the announcement of a merger with Gryphon Digital Mining, Inc.
- In order to follow the steps of the cloud service industry, I expect that the management will be able to design new products and services.
- ANY may not only grow because of its cloud services, the management may also grow because of the global cryptocurrency market growth.
- I believe that ANY could deliver 18.5% sales growth, and FCF/Sales would grow from 25% to 45%. My assumptions are very optimistic. Notice that I am using a WACC of only 5%, a terminal FCF of $15 million, and an exit multiple of 57.5x, which imply a target price of $10.
For further details see:
If Sphere 3D Gets Into Cryptomining, The Upside Potential Is More Than 25%