Afterpay Valuation, page-4061

First 4061 Last

Share
Profile

Follow
Karcus

323 Posts.

152

29/12/20

20:39

Post #: 49852887
Share

Originally posted by murdochVet: ↑

The thread is called Afterpay valuation

I am thinking about what it’s value is compared to its much larger leader in Bnpl Klarna, other players on the asx such as zip and Sezzle compete head to head, then I’m looking at other to tech or tech asx unicorns like XRO.
a SaaS firm will be generating higher margins obviously than a Bnpl listed firm. To get closer to profits all Bnpl will need to really scale up their transaction numbers so operating costs can can shared across a larger volume .. finding higher profit transaction-albeit lower margins is the key imho... as it’s able to capture greater share of wallet of a consumer beyond discretionary spending.
only two companies are doing that currently. And of all the Bnpl companies out there it’s Klarna that’s one of the two that’s been profitable.

here’s a question for everyone. Klarna was founded before Afterpay and zip.
they started with pay in 4 just like afterpayandquadpayhave. But they then moved into capturing everyday spending transactions.
assuming the ceo of Klarna saw all that data in front of him, why did he then decide to be better and bigger they needed greater scale of transactions.
the only other Bnpl I’m seeing doing this isZip

do people on here honestly think they are in a better position to determine if this strategy adds value compared to the ceosrunning these billion dollar firms? I’m not. And I’m a vet, I’m not stupid.
I see Klarna as being the only firm that’s able to show profit (so far) I see an over valued APT stock that is deciding to try get enough scale in their business to be profitable yeah.....
but can’t the ceos of apt see that Klarna are doing 3x the TTV and transactions of Afterpay and where that’s headed?
so we are assuming here that the ceo of Klarna andZip have got their strategies wrong and the ceos of Afterpay are the ones that have the best strategy. Even though Klarna was where Afterpay was, but 3 years ago

Expand

You think being a vet makes you not stupid?

I’m also a vet, but I’m the second stoopidest person I know on these HC forums! (But a very rich stoopid vet cos I stoopidly bought a heap of apt at $5 and never sold a single share, because I was too stoopid to take my profit at $10, $20 and $40! How stoopid was that!?)

APT Price at posting: $122.09 Sentiment: Buy Disclosure: Held
13 Upvote

2 Great analysis

Reply

Top Stories

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

SLS

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

BUX

Buxton projects new graphite province discovery at WA Narryer play

WCN

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

NTI

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

CKA

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

BCI

BCI reaches close of funding facility for salt-first part of Mardie project

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

There are more pages in this discussion • 2,751 more messages in this thread...

First 4061 Last

Add APT (ASX) to my watchlist

Afterpay Valuation, page-4061

Top Stories

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Buxton projects new graphite province discovery at WA Narryer play

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

BCI reaches close of funding facility for salt-first part of Mardie project

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Featured News