I reckon you could buy OPY and LBY for $100M today.
This factors in current sentiment, bad debts and failed growth ambitions.
BNPL is going to consolidate and fast. IPO holders are likely to experience major losses and those that bought close to $5 may have to nurse some major losses (I can't see how gains can occur with the current state of play).
The next audit report is going to be another nail in the coffin. The Payment Assist acquisition is unlikely to eventuate. Management will try to report as late as possible.
- Forums
- ASX - By Stock
- do you believe
I reckon you could buy OPY and LBY for $100M today.This factors...
-
-
- There are more pages in this discussion • 51 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)