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Objective Analysis of Business Update 14/10, page-93

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Andredamus1

2,141 Posts.

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15/04/20

12:34

Post #: 44053116
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Originally posted by Goodfella58: ↑

@StefanF always posts detailed analysis, but he misses the key point of VALUATION.

As a loss making company it can only be valued on a Sales to Enterprise Value multiple and this multiple is quite frankly ridiculous when compared to other tech giants.

Ill post more examples later, but hidden in the figures is a maturing of the ANZ business as they move towards saturation points in retailers and I need to look into further bit I suspect a declining transaction per active customer value.

They are experiencing significant declines in USA and UK and will find it increasingly difficult to open new territories.

When a stock over reacts to the upside and downside compared to the general market it is described as being "in weak hands" of speculators and traders

We will see where it closes today but I'm looking for an exhaustion gap and island reversal.

Quite clearly in the interests of the company, they are preparing for survival mode and abandoning the growth at all costs strategy.

To trade on a realistic multiple it needs to return to single digits and I note a gap in the chart at $11 which should be filled in the next leg down.

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APT Price at posting: $27.50 Sentiment: Buy Disclosure: Held
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