Im a risk averse investor, and in WZR because it feels like a free option. As we sit here with a MC of $190m, we have a clear path to a significantly bigger MC. By xmas we'll be ~$30m cash earnings annualised... at a valuation yield if ~10% or a multiple of 10... indicating a MC of $300m, or 50% up on now. By then though, as a lender making good money and growing consistently, that might even tighten.
I have used MNY valn yield/pe as the proxy for WZR as by then, as a substantial cash generation lender a yield of 10% is still high!
Right now, we get not much blie sky value because our growth rate slowed. IF mgt beefed up Loan book growth over $200m a mth that would see a faster valn yield tightening
- Forums
- ASX - By Stock
- WZR
- Massive opportunity cost
Massive opportunity cost, page-156
-
- There are more pages in this discussion • 123 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WZR (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.4¢ |
Change
0.000(0.00%) |
Mkt cap ! $46.93M |
Open | High | Low | Value | Volume |
3.4¢ | 3.4¢ | 3.4¢ | $209 | 6.153K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 36909 | 3.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.6¢ | 50000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 36909 | 0.034 |
2 | 146645 | 0.033 |
2 | 635141 | 0.032 |
3 | 162254 | 0.031 |
3 | 950000 | 0.030 |
Price($) | Vol. | No. |
---|---|---|
0.036 | 50000 | 1 |
0.037 | 310905 | 2 |
0.038 | 987871 | 1 |
0.039 | 230000 | 2 |
0.040 | 67777 | 2 |
Last trade - 12.29pm 08/11/2024 (20 minute delay) ? |
Featured News
WZR (ASX) Chart |
The Watchlist
EQN
EQUINOX RESOURCES LIMITED.
Zac Komur, MD & CEO
Zac Komur
MD & CEO
SPONSORED BY The Market Online