I'd value HUM in a different way.
I'm looking at the cost decline curves and then if revenues stay flat at 0% and then CAGR rev declines of 5%. This is to be safe. This becomes a hypothesis any news suggesting otherwise gives it a unidirectional move.
The safest and lowest multiple number to use is 9.4,[After all the maths and risk multiple factored in plus ignore cash accumulation] and then multiply that by upcoming FCF. This might sound ridiculous but the play on HUM is not growth, but a valuation play.
My minimum price target is $1.51 - $1.61. IT IS A MINIMUM PRICE TARGET.
Under favorable scenarios, it is significantly higher.
I have looked at least 10-15 different scenarios. They all say the same thing.
A private equity can easily take them out at this stage.
What I'm also fairly confident is management might declare a dividend and this alone will put the share price up significantly higher.
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Last
45.0¢ |
Change
0.010(2.27%) |
Mkt cap ! $216.2M |
Open | High | Low | Value | Volume |
44.0¢ | 45.0¢ | 43.5¢ | $27.32K | 61.91K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 11275 | 44.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
45.0¢ | 55637 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 43194 | 0.440 |
6 | 148761 | 0.435 |
4 | 75683 | 0.430 |
3 | 35354 | 0.425 |
3 | 15133 | 0.420 |
Price($) | Vol. | No. |
---|---|---|
0.450 | 50170 | 4 |
0.455 | 37401 | 3 |
0.460 | 29364 | 3 |
0.465 | 968 | 1 |
0.470 | 12000 | 2 |
Last trade - 15.20pm 12/07/2024 (20 minute delay) ? |
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HUM (ASX) Chart |