Ann: Security Class Reinstatement to Quotation- OPTOB, page-521

  1. 2,241 Posts.
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    Really great MST writeup yesterday. https://mstfinancial.com.au/, its behind a freewall, yours for the price of a free email signup (see disclose below why)
    What would OPT be worth if...?
    https://hotcopper.com.au/data/attachments/6728/6728812-6676a254d48c452756d093610d8df8e9.jpg


    They are saying US7B "rock bottom" if P3 hits the bare minimum of 3 letters.

    https://hotcopper.com.au/data/attachments/6728/6728822-73b12f0c7f53dd2ac779934e998af703.jpg

    https://hotcopper.com.au/data/attachments/6728/6728826-7c60271d98d8ef72564c62a6f09dea87.jpg

    Reasonable fair comparators saying just acquisition ( not going it alone) 3.1 ~ 3.3X sales

    https://hotcopper.com.au/data/attachments/6728/6728829-601fbf8e65b0f7f5e7d68cc82b672b6e.jpg


    Here the letters vs valuation scale, personally I think they should have had >6 letters as excluding RAP we could easily see that result.
    https://hotcopper.com.au/data/attachments/6728/6728834-4073d6d22a7b316e5af1b7dabaeeff77.jpg
    https://hotcopper.com.au/data/attachments/6728/6728895-e663712bdb3bca811fbc91982f382f3c.jpg

    If I convert that to AUD and plot against 1.3B shares on issue we get ths
    https://hotcopper.com.au/data/attachments/6728/6728847-6fbd56ecec6ef11c5cc8c16fd127e147.jpg

    Putting those numbers in the hypo of $100k invested as of friday
    https://hotcopper.com.au/data/attachments/6728/6728893-48dfcf99320e6527854135ce1b2f2727.jpg


    Still one of the best risk/reward stock on the ASX (IMHO), of course with the ever present nod that complete loss of capital , particularly with the options is a one possible outcome (small but real).

    Note MST Financial works directly with OPT and the analyst hold a position, so take grain salt.
    https://hotcopper.com.au/data/attachments/6728/6728903-48ad4635e5b22c93a7c318ccdd39b75a.jpg


    Last edited by FreeFromStyle: 11/01/25
 
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