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137

01/12/20

09:45

Post #: 49256870
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Originally posted by spider5: ↑

Absolutely a surprise - one would think that a common director would have been a very strong link - so in this case 1+1 = 3. But it might just mean that strategically Humm was the better and stronger fit for Doough. I do not know enough about the OPY/HUM intracacies and originally thought that OPY had an edge over HUM but obviously there is something there which has influenced both Hum and Doough to form such an important move for both - more particularly for HUM who have lacked a US presence in the BNPL market. I need to add that I am a HUM holder and was also an OPY IPO holder until recently when the capital profit got the better of me.

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I hold both but really thought that this strategic partnership would have been with OPY.

I have traded in and out of OPY but have re-entered around these price and will now be holding for a medium to long term.

Current SP is quite attractive IMO. Just need buyers to take control again and we all know that this could flip at anytime.

One thing that I also really like is that the Top 20 hold 60%+ of the SOI.

This leave roughly about 32M shares for us retailers to play with.

OPY Price at posting: $2.62 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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