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Ann: PEXA Update, page-19

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BillWackman

369 Posts.

112

31/05/21

10:38

Post #: 53529189
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Originally posted by Punic: ↑

If PEXA is worth $3.3 billion, the rest of LNK's business is currently valued by the market at $2.35 per share (based on SP of $5.20). Considering that private equity was offering for it only recently $3.80 (and PE typically only get involved in deep value opportunities - they don't bother with investments with an upside of 10% or 20%), I think the stock is currently substantially undervalued. I've just bought some more - GLTAH!

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LNK's parts are worth more than the whole. The board must separate PEXA from LNK to unlock shareholder value.

LNK Price at posting: $5.19 Sentiment: None Disclosure: Not Held
5 Upvote

0 Great analysis

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