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Valuing IOU - 2021, page-4

  1. 8,194 Posts.
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    Tomorrow should provide some interest. The 4c was outstanding, the one off costs and recurring increased running costs was to be expected, l see intrinsic value increased due to these essentially being asset improvements, similar to mining or manufacturing.
    Yes, expecting an uplift in SP despite fin markets generally in retreat.
    I do believe a new higher base will be found as the current 16 looks undervalued in light of the 4c. My assumption is $110m MC on revenue of ~$9m pa as plausible (without further core growth or BNPL). Big players may have a different take. We will see soon enough.
    Yes, the next 2 Q's is looking very exciting indeed.
    Not financial advice please DYOR and own assumptions.
 
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