Not in any way unreasonable IMO, I would suggest that value on the BNPL segment would include a 50% margin of safety, personally I would expect in any takeover scenario $2.40 would be fair value with a takeover premium of 10-15% to give a value in a takeover scenario of between $2.70-$2.90.
That would coincide with where I would be a seller, that is IMO only and where my sell price would be.
For some perspective $2.70 is only about $1.3b market cap, hardly a stretch in the sector.
Pre Investor Day - Notes from Q&A session, page-35
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Last
81.5¢ |
Change
-0.015(1.81%) |
Mkt cap ! $400.7M | |||
| Open | High | Low | Value | Volume |
| 81.0¢ | 84.0¢ | 81.0¢ | $174.9K | 212.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2898 | 81.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 83.0¢ | 7249 | 3 |
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