Australia's largest stock trading and investment forum Australia's #1 stock forum

HUM

Click for more information

1.08%

46.0¢ humm group limited

hear hear

First 2 Last

Share
Profile

Follow
mypravda

2,922 Posts.

120

01/05/21

07:13

Post #: 52862875
Share

Originally posted by sandy68: ↑

Equity staying this cheap is not really good for shareholders. It results in takeover at some point by deal hungry private equities flushed with cash and future value goes to the bidder.

Lets detach BNPL and look at his from a different dimension. A valuation play.

An annualized profit of $80 million trading at 5.5 times market multiple. If this isn't crazy I don't know what is.

If you apply an acquisition multiple of 12, then share price would be $1.93.
Multiple of 15, share price should be $2.42
And so on.

Banks wanna get into BNPL right? Here is it - staring at their faces. It is called acquisition and consolidate.

Being a business minded person, high margin businesses like these are cash cows.

And this is the only micro-finance or BNPL provider in Australia that makes money. This is also crazy.

Risk vs Reward has never looked so asymmetrical.

If I knew chairman I'd suggest him to issue $200 million worth convertible notes and use most of that to buyback shares. Without anymore delays. If this wouldn't be a crazy deal then don't know what would be.

Open for feedback.

Expand

hear hear

HUM Price at posting: 89.5¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

There are more pages in this discussion • 176 more messages in this thread...

First 2 Last

Add HUM (ASX) to my watchlist

(20min delay)
Last 46.0¢		Change -0.005(1.08%)		Mkt cap ! $232.6M

Open	High	Low	Value	Volume
45.0¢	46.0¢	44.5¢	$81.35K	179.1K

Buyers (Bids)

No.	Vol.	Price($)
12	20320	45.5¢

Sellers (Offers)

Price($)	Vol.	No.
46.0¢	2008	1

View Market Depth

No.	Vol.	Price($)
12	20320	0.455
6	26879	0.450
5	11752	0.445
5	30568	0.440
6	60070	0.435

Price($)	Vol.	No.
0.460	2330	1
0.465	41996	7
0.470	82242	10
0.475	15100	4
0.480	7472	3

Last trade - 13.40pm 24/05/2024 (20 minute delay)


Last 46.0¢			Change -0.005 ( 1.84 %)
Open	High		Low	Volume
45.0¢	46.0¢		44.5¢	23399
Last updated 12.16pm 24/05/2024 ?

HUM (ASX) Chart