Prosp..... you are hot and cold more then the office coffee...

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shamboka

44 Posts.

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05/10/20

11:54

Post #: 47852894
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Originally posted by prosperity: ↑

It just hit me how immature OPY is relative to APT.
- TTV is $193M vs $11.1B or 1/58 of its size
- Revenue of $18M compared to APT $500M, we are < 1/28 of its size.
- Gross revenue yield of 9.3% for OPY vs 4.5% for APT
- NTM of 2.5% for OPY vs 2.3% for APT.
- Net bad debts of 1.5% in Jul20 and Aug20 are industry leading.
- Market cap is 1/75 of APT
- EV is close to 1/100 of APT

Simple take out is:
- we are very cheap relative to APT. We are valued approx 1/3 of APT in terms of revenue reported (now trending at 1/4 following the latest Aug20 update).
- product makes twice the revenue of APT
- with scale our NTM is shaping up become twice as profitable as APT with industry leading credit management tools
- we are a 25% discount to APT's valuation on key metrics

I am letting the dust settle and loading up big for the quarterly.

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Prosp..... you are hot and cold more then the office coffee machine in a tech startup hub.... sawing low to high like a drug affected high spinner, and you spot just as much crap.

OPY as a long term prospect hasn't changed in over a year.

after all your commentary (if we can call it that) and NOW it "hits" you, the OPY value.

don't get me wrong..... I'm mot junking on ya, I honestly think it would be a blast to be so HOt one minute and FREEZING the next, your life sounds hilarious

keep up the rolling Prosperity sit down comedy

OPY Price at posting: $2.85 Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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