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Trevor2017

1,032 Posts.

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25/05/20

11:49

Post #: 44813565
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Originally posted by polarbear666: ↑

They are so dumb it's frightening. $130b x 2.1ntm is $2730m in margin or $10.26 per share. If you assume gmv was still going up at way less than the current rate, say 50% a year, that would be a conservative peg ratio of 1 at $513 share price or 136b market cap - maintaining the roughly 1:1 gmv and market cap we have seen so far.

They are suggesting that a company with $2.73b in cash coming in before fixed office costs is only worth $11b odd... roughly pe of 4-5... even though it's growing at more than 100% period on period.

That's how ludicrous they are.

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it's going to be a pain in the ass for the UBS research team to justify their $15-ish target every 3 - 6 months...

APT Price at posting: $47.03 Sentiment: Buy Disclosure: Held
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