Just read that and agree.
A lot of money sloshing around at present....... for a foot into a global industry. Clearpay has massive upside but little book value atm for mine. The rest is valued at baby step levels but the formula has been proven.
Maybe the family hold is too tight to let this go to private equity but it must be on a few watchlists for a punt whilst valuations are down.
The 2nd licence (that was mooted a couple of months ago by JK but since gone very quiet) would show the value expansion capability.
JK - take one for the team!, page-216
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