Hi @SebbyV, yes I agree with a lot of what you have written. As I said, I took the report at face value which can be very dangerous as a lot of these equity analysts are pretty ordinary in not thinking through what they have written and what it actually means. Shaw's have been long term Zip bulls and have sort of got it right, but probably for the wrong reasons. Their major argument is Afterpay is currently valued at X so Zip should be worth Y which I can't subscribe to until I see a more coherent strategy from Zip with a path to long term sustainability. Analysing the Quadpay numbers in 1H21 and FY21 will go a long way toward solving this piece of the puzzle.
Broker Research, page-133
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Last
$2.87 |
Change
0.145(5.33%) |
Mkt cap ! $3.707B | |||
| Open | High | Low | Value | Volume |
| $2.76 | $2.92 | $2.75 | $32.10M | 11.24M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 45321 | $2.86 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.87 | 101372 | 28 |
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| Last trade - 13.07pm 09/10/2024 (20 minute delay) ? |
| ZIP (ASX) Chart |