ZIP TO BOUNCE!!!!, page-340

Bolli mate

I think this is hitting $1.35 in the next week or so, and whether or not the markets keep running, won’t make a difference.

there’s more lids placed on the SP to ever stop it running any great lengths short term, and with a looming quarterly which will look like a bowl of scrambled eggs, I can’t see anyone rushing in to prop the price up.

the other thing to consider is the enormous cash burn of both companies coming together along with the reputation damage created by employee redundancies and potentially those micro offices closing. UK continues to be under careful watch. Nobody knows what will happen here but cost is front of mind (which is a good and bad thing (as it could be potentially a little too late).

the consolidated financials won’t leave much to the imagination.

in my honest opinion, the raise isn’t a raise to buy a value added business which will greatly improve the profit position, so post raise won’t do much short term except potentially excel the fall.

as much as I think $1.15-$1.25 is the bottom, the reality of the situation is, nobody knows.

I think another cap raise is likely before the end of this year.

everyone will be watching those (organic) growth metrics this year and any let down, will get punished even further.

no valuation argument can be had for a company who is in the loss position that zip finds itself in, as they will not only have to rebrand the merged entity and re promote (client loyalty risk), they also have to change their entire strategy depending on the market risks (inflation, credit and interest rate risk, competition and so forth)

a big task

all in my own opinion, dyor