The multiple for the Westpac acquisition is actually much higher than the original Kina business.
Would have liked to have seen some growth figures or projections to support the price.
APV (Apps Village)
Bit of an underwhelming spec since ipo but coming off a very low revenue base could surprise with high % growth in the quarter.
SP has been in a downtrend for a while now so has upside on any news turnaround.
Just keep in mind it's a RTO so there are plenty of disgruntled holders that lost alot of money in Ziptel trying to get it back.
The alternative explanation is that the owners of Douugh undervalued their own business by 5 times.
FTSE has barely moved since announcing sweeping lockdown measures in the UK.
Have to think markets are pricing in a 95%+ chance of vaccine success and 0% interest rates in major markets for half a decade plus similar to the post-GFC playbook.
I project we'll have a 6+ year economic recovery.
Fed is only projected to start rate hikes in 2024 and it typically takes 3 years of tightening to create recessionary pressures which takes us to 2027.
In that context knowing that accountablity and fundamentals are unlikely to create a day of...
What's so special about that 1 specific unit though (in the OPs post)?
If it's 5% of your portfolio (as an example) there are 19 other units of same monetary importance.
Also you can lose 1 unit in many ways. If a stock you bought remains at current value but your 2nd choice you passed on...
Think of all the things that have happened and consider none of them mattered as the SP500 is up 5% YTD.
The future earnings used to value the markets still exist whether Trump is around or not or if a million different things happen or not.
SP500 seems priced for absolute perfection.
To justify 3300 you have to assume:
- Forward Earnings will grow 10% on 2019 for an 180 EPS figure.
- Use the highest Forward PE valuation since Dot Com of 18x.
So basically an optimistic perfect outcome multiplied by an optimistic perfect outcome...
CP1
Their main product in development is due for an official phase 2 results announcement
Trial and regulatory announcements can make healthcare stocks fly quick.
79 companies (according to an ASX screener) have doubled in share price in the past 12 months.
- 67 of them are unprofitable.
- 12 of them are profitable.
So in determining which BNPL to buy, to me it's not about company fundamentals. It's about human behaviour, stories and sentiment, which I...
If there's a stock just laying in wait to be pumped at the other place this would be it.
Unique technology
Tiny market cap
Trillion dollar textile industry
Trendy topic of sustainability
Regular developmental and commercialisation announcements
Similar to things like RAP, PCK, DW8, RHT, OBJ...
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