Discoveries - Week of August 5th

Slovenia, Israel, France

FRANCE

French accounting and tax software company valued at $19M, 29x P/E, 18x EV/EBITDA, 5.5 EV/sales, revenue growth of at least 20%.

Macompta SA $MLMCA.PA

SLOVENIA

Slovenian bank valued at $2.7B, trading at 0.9 P/B, 5x P/E, ROTA of 15.5%, ROE of 15%, 5y EPS CAGR of 22%, 5y revenue CAGR of 16%, 6-10% dividend (depending on profits).

Nova Ljubljanska Banka $NLB $NLB.SL

ISRAEL

Israeli company engaged in exploration, development, and production of oil and natural gas properties, valued at $185M, trading at 10x P/E, 7.5x EV/EBITDA, 68% net margin, 54% ROIC, net cash, 11% dividend.

Cohen Development Gas & Oil Ltd. $CDEV $CDEV.TA $CDEV.IL