I know i will be very much voting against any offer below 21 bucks. And i personally would prefer being invested in webjet as like you i see this company having a very high growth trajectory.
The webbeds business does have the network effect like afterpay in its business model so i can easily see it adopting somewhat similar valuation to apt once the real value of this company is realised by the wider market. This may happen come reporting period when effect of Thomas cook is shown to have minimal impact on webjet bottomline.
in any case i still see this company is well undervalued considering record low interest rates where cash is cheap. The WAAAX peers have way more astronomical growth expectations built in compared to WEB!!
WEB Price at posting:
$14.36 Sentiment: Buy Disclosure: Held
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