Is it time for M&A activities or to be taken over ?The...

Is it time for M&A activities or to be taken over ?


The Webcentral Lifetime value per customer of $2.7k (+41%) is promising because the 250% uplift in new hosting will grow cashflow significantly & EBITDA margin.

EBITDA Margin Comparison

- GoDaddy 16.36%
- IONOS 28.3%
- Webcentral 13.3%

The reported new customers uplift growing at over 12% is good because new customers tend to stick around for 7-11 years in the Domain Name + Web Presence + Productivity sector.

Hopefully there will be some M&A activities in bigger populated markets to increase new customers longer term.

Maybe there is a small Asian domain name hosting businesses to acquire to give us hope.... Who knows...but it's painful seeing this company under valued and from what I can tell it's obvious that cash is going to grow from their bundling and cost synergies clearly have not been realised with such a low EBITDA margin for industry norms.

I think it's time for related M&A activities because the financials will improve given WCG already have a strong LTV in my opinion so what is the next chapter of growth for WCG?