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https://twitter.com/surprised_trade/status/1354768138026561539
TSL ...on sale for 77p ..
The whole AIM forest is shaking vigorously today 29Palms : )
Classic "Tree Shake" today by MM's IMO
Near 3-1 on the "Buy" side this morning.
Point to remember is ST's "sum of the parts" now = £1.28p
ST now suggests "sum of the parts" = £1.28p
Way to go and sp "melt up" has started today.
Just spotted the IC's Simon Thompson has today updated his view on the valuation gap. Looks set to keep climbing
https://twitter.com/surprised_trade/status/1352358948591050752
a lot to look forward to over the next period and only poistives regarding the AP stake ..a lot of positives :-)
CB
I think that the problem is no broker research .
Treat it as a Deep Discounted Bond. With the 5.4% drop in APTtoday, the redemption value on where APT is now is north of 125p.
So in simple terms, it is the growth in APT value to 2023/24 redemption that is important and the discount will continue to then. If held to maturity, this doesn't matter. The interesting metrics to watch are customer numbers, average spend and margin net of loss. Going forward, it is key to analyse the UK proportion and trends and take into account the maturity of the AUZ market and the explosive growth in North America to be followed by Europe and Asia. APT provides truly excellent quarterly analysis. A very worthwhile read ahead of UK market opening. Two possible clouds are a) potential financial regulation but people are getting free credit so in my view this is driven by the credit card cos and the lesser risk b) political risk ie the new socialist president - will he try and neuter Americas world beating companies and this have a knock on effect on world tech & fintech values - my view is probably. However IMO there is a very profitable journey to redemption.
Surely can't be long before the valuation gap narrows.
https://twitter.com/surprised_trade/status/1352358948591050752
Value gap hiding in plain sight increased further.. TSL's AP price now at aud 149. When AP was aud 101 the 'read through' 10% stake was worth 105p for TSL, at aud 149 it adds further value to TSL and is now closer to 140p
Dysfunctional, I have followed Surprised since last April and on the whole his tips have boosted my portfolio greatly. I always donate to Parkinsons UK if I get a result from one of his tips as that is his preferred charity. Of course plenty more charities in need but nice in any case to be able to give something.
Chasbrown
An exceptional cause and thankyou for the reminder.
Having donated to SITRAN in Sheffield in the past to buy equipment for them, I will look at doing something again this year as it has been a while
OK, sold out of kmk completely, invested proceeds here for 14103 shares. Let's see the valuation gap narrow and a further donation to Parkinsons UK made by myself.
Have added again as did last week
lol, Hi Chas, Kmk has further to travel it seems with 17p -30p a realstic target, however, the largest value gap is clearly here with TSL. The figures are clear, no ambiguity, TSL 10% 'stake' for AP at aud 101 was worth around 100p+, Afterpay share price is on a tear and it's now increased to aud149 last night taking TSL to around 140p. ..the penny will drop with the wider market at some point, mean while these are simply cheap at current price :-)
I have sold some of the kmk and following you here too, Surprised. Getting difficult to work out which stocks I should sell and when!
ye, Warmo1, since last night AP has increased further to aud 149, further increasing the read through value to TSL ..if they took their 10% share now it would value TSL around 140p+ ..and rising, as I and others have stated this is a value gap hiding in plain sight and very much a coiled spring :-)
Afterpay share price on its way to AU$150. Up 5.88% and rising. Double the TSL price, not that there's a correlation.
However, Afterpay move from AU$110 to AU$150 in 7 days. +36%. TSL from 0.65 to 0.73 in a week. + 8.3%. Something has to give. Surely at least a further 10% to allow for discount.
https://twitter.com/surprised_trade/status/1351993579368050689
mm's are strictly controlling price action (nt for many price points etc. Typically means they are servicing order(s)) it's a coiled spring ..the 'read through' value has currently increased almost an extra 30% from initial target of 105p...that's a lot of upside from current level :-)
Afterpay has galloped upwards after broker upgrades. Surprised TSL is not moving more in sync with it. Should be in early 90s at least now
Surprised
I think your target is a tad on the low side as we stand today.
https://www.fool.com.au/2021/01/20/one-bullish-growth-signal-for-the-afterpay-asxapt-share-price-in-2021/
I read the enclosed link with interest regarding recruitment and look forward to the forthcoming q2 trading update for APT whose share price hit an inter day high today
https://twitter.com/surprised_trade/status/1351806025792425987
AP price increased to aud141.... a simple increasing value gap exists based on the figures....target 105p+
coiled spring :-)
https://twitter.com/surprised_trade/status/1350007351470927872
.a further increase in AP price today to aud 131 adding further additional value to TSL , value gap increased again..target 105p+