Hi Tamz,
I believe you will still realise between a $1.60 and $1.70 per HUM share over the next 12-18 months.
I don't like AF but he is running a very sizeable profitable business and the Humm commercial division is profitable versus all othe bnpl (except Afterpay) which run at large losses and capital destruction. If you think last man standing think of Afterpay, Humm, Klarna, Affirm, Paypal, Amazon, Stripe and the banks. There is room for a niche player in the higher value segment and Humm fits in there very neatly, profitably and has its credit systems set up better than most.
The key to getting a decent exit value is how much the commercial side is worth . My numbers are $0.68 per Humm share.
Have a great weekend.
deal rejection, page-79
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Last
46.0¢ |
Change
-0.010(2.13%) |
Mkt cap ! $226.0M | |||
| Open | High | Low | Value | Volume |
| 47.0¢ | 47.0¢ | 46.0¢ | $68.45K | 148.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 47564 | 46.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 46.5¢ | 18666 | 5 |
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| Last trade - 14.36pm 16/07/2024 (20 minute delay) ? |
| HUM (ASX) Chart |