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Observation well made.M&A roll up play of business that had...

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PVOZ

362 Posts.

65

03/03/22

13:11

Post #: 59953894
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Originally posted by Weindryn: ↑

You have to consider that from the moment they bought revenue with shareholders money the business was going to start getting measured in a PE basis.
My take is that the huge share price slide essentially started as new shareholders began to consider this an M&A business at least in the short term. The measure of success then becomes improving the PE ratio.

Whereas before it was a start up with entrepreneurial management building something from scratch. The SP was driven by sentiment because as long as you believed they could build something the sky was the limit.

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Observation well made.

M&A roll up play of business that had failed to achieve the required scale on their own.

DW8 Price at posting: 3.3¢ Sentiment: None Disclosure: Not Held
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0 Great analysis

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