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Have you looked at google trends etc? I’m really scratching my...

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Just_a_guy

5,420 Posts.

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08/12/17

09:52

Post #: 29476091
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Originally posted by Fire Bull ↑

I've been impressed by how MUA has recovered the lost traffic so quickly as I had previously thought it represented a crumbling business model. Although the value proposition is questionable, I think there probably is a place for aggregators. For example, Trivago and TripAdvisor play the role in travel.

It is important to remember that MUA operates in over 50 countries and they only need to have a long-term future in a handful of these to more than justify the current market valuation.

Agree that the "closer to the transaction" strategy is solid and think they have enough time and resources to get it right. Indeed has completed such a transition in the past so it is not without precedent.

Ultimately, I don't hold a strong view on whether the clicks based model is sustainable but think the chances of them evolving into something that is sustainable and worth significantly more than $100m are good enough to justify owning shares at these prices.

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Have you looked at google trends etc? I’m really scratching my head trying to account for the discrepancy. As I said I’d like to like this business!

MUA Price at posting: 54.0¢ Sentiment: Hold Disclosure: Not Held
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