Afterpay Valuation, page-3136

First 3136 Last

Share
Profile

Follow
keith200

2,382 Posts.

474

07/08/20

09:50

Post #: 46368601
Share

Originally posted by shooshka: ↑

It's funny isn't it. Non holders with a sentiment of sell (each to their own, that is fine) coming onto forums and 'educating' holders as to why their valuation metric (which is totally opinion based - because, guess what - that is the whole basis of the sharemarket) 'must' be correct and how the price is out of whack because of P/E, losses, bad debts or whatever.

My gut feel is it is getting to the top end of the current price cycle, but I thought that at ~$11-$12, then again around $25, then $35 and so on. I'll continue to hold because I think there is so much more APT can (and will eventually) be doing (and charging for) in the future.

EBITDA is basically irrelevant for tech companies in a growth phase. It doesn't remain irrelevant forever - but the market is very forgiving of earnings if the growth is obvious. What Afterpay need to do next (similar to what Facebook did, and I know they are very, very different companies) is work out a way to monetise their product (the consumer is their product). Data, advertising - and probably many other things that someone smarter than me will think up are all on the table - and the extra cost of turning these to revenue will be minimal as they already have the 'product' to sell.

Expand

Why are non holders with sell sentiment commenting on this forum funny?

Hot copper has a Buy and Sell sentiment for a reason. Are you saying everyone who posts on the forums should only have Buy sentiments? One big circle of APT bulls?

And quite clearly if you have a sell sentiment you should have a not held. Otherwise you are inconsistent with your own sentiment.

APT Price at posting: $71.26 Sentiment: Sell Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

BRX

Belararox delineates another porphyry in Argentina at Tambo South

FHE

Frontier Energy achieves key milestone for Waroona energy project

SBW

Shekel Brainweigh CEO Nir Leshem weighs in on AI adoption ahead of FY25

RDN

If you thought lithium was dead, think again. The Pilbara will be central to the next upswing

EMD

Emyria's Empax Centre chosen for mental health clinical trial

Plagues precede widespread power shifts. We’re living in one – and minerals are at the fore

AML

Cultural heritage agreement puts Walford Creek exploration back on the map

ASX Market Update: Shares fall flat as GYG soars on debut | 20 June, 2024

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

STX

Strike Energy secures $153 million for Perth Basin gas projects