Australia's largest stock trading and investment forum Australia's #1 stock forum

APT

Click for more information

0.00%

$66.47 afterpay limited

APT Margin Transaction Losses, page-119

First 119 Last

Share
Profile

Follow
Christos12

3,781 Posts.

331

15/07/20

23:22

Post #: 45895132
Share

Originally posted by woomp001: ↑

Is it actually the other way around? That believers on here are trying to justify why

APT is "worth" 50% of Telstra, and 33% of NAB
How APT is ever going to make $1 Billion in year in NPAT to justify it's current market cap
Why no one else won't be able to replicate what they do, or use their extensive existing business's to leverage off and do something similar (ie VISA or M/C, or AMEX, or any large global bank for example)
Why its not just a fad..
Why CC is dead (when data says not really)

Look, clearly its an interesting space, I'm just not sure that the current valuations applied to the BNPL brigade make much sense..

Recall 420 stocks a few years ago?
Recall Lithium stocks?

In 2 years time, will all of the BNPL crop be 30-50% of current market caps, and everyone will be frothing at the mouth about some other new hot sector?

Expand

Another person who thinks NPAT has some sort of link to valuation. Where does this originate?

are you going to refer to Buffett next? You know his only successful investments in recent memory are Apple and Amazon!

APT Price at posting: $68.16 Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

SKS

SKS secures $20M for extension works on Melbourne data centre

GDP grows 0.2% in June quarter, but annual growth the slowest since the 1990s

EBR

EBR Systems' heart pacing device on-target to reach the US market

BOE

Boss Energy ramps up as industrial-scale plant build continues; FY25 guidance of 850Klb intact

Is the ASX getting its groove back? Here's 5 IPOs in September to watch

There are more pages in this discussion • 58 more messages in this thread...

First 119 Last

Add APT (ASX) to my watchlist