Here is my take on the whole BNPL situation at the moment... and please correct me if i'm wrong.
-The whole BNPL sector is down.
-Afterpay is the Big market leader and whilst non of the BNPL stock are linked, relatively they are all measured against it, Zip included.
-Afterpay is soon to be bought out completely by Square.
(Based on Square’s closing price of US$247.26 on July 30, 2021, this represents an
implied transaction price of approximately A$126.21 per Afterpay share, and an
attractive premium of approximately 30.6% to Afterpay’s latest closing price of
A$96.66) from their announcement.
- Afterpay SP is falling whilst there is a guaranteed $126.21 when they de-list, likely in April 2022?? Currently APT is $83.
- So Afterpay SP is deliberately being pushed down so Insto's can accumulate and make a tidy profit.
- Are we all just getting played here?? Zip is so undervalued its not funny.
All IMHO, DYOR.
Here is my take on the whole BNPL situation at the moment... and...
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$2.96 |
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Mkt cap ! $3.864B | |||
| Open | High | Low | Value | Volume |
| $2.96 | $3.00 | $2.91 | $20.97M | 7.100M |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 2 | 15999 | $2.96 |
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| Price($) | Vol. | No. |
|---|---|---|
| $2.97 | 99192 | 8 |
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