Daily Price Movement / General Discussion, page-38766

@Tradinator

I totally get what you mean, but there becomes a point where balance sheet can’t be ignored, regardless of the valuation issue.

the companies they’ve acquired have their own issues, UK stagnating, cZech and Poland both hit with heavy inflation for consumables (raising interest rates twice for the first time in 20 years), Australia stagnating, South Africa, Philippines etc

this could quote easily come down to low $4s and high $3s, especially if they try to raise more money. It needs to be remembers that there’s more dilution to come about.

why would an acquirer buy now, when they can still have the chance to get it half the price? Microsoft zip pay toggle won’t be enough to get her back on track, as the critical issues holding her back are more than just top line growth.

market knows there’s a chance zip will need to raise more cash to combat their US competitors, while simultaneously trying to expand globally. They will also need more cash to keep the UK moving.

if markets continue to disintegrate, zip could be trying to raise post May/June at a similar or even lower SP. and without any meaningful investors who want to grow with zip, the raise will be another large dilution to holders and perceived as onerous as their last raise.

Klarna, Square/APT and Affirm are really pushing the envelope in the US, so I struggle to see how zip could do the same without being strangled out of the game.

a take over is most likely for zip, but at what cost? My guess is anywhere betweeen $5-$7