Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Yet again - we follow Afterpay's fall after profit taking last month.
They're up 8% last night and we're down. Is there no justice --- wwwhwhhhhyyy!
I'm now going to go outside and have a hissy fit.
Reiterating that the UK was the star performer. I have been adding ahead of q3 Apt results which were on 13/4 last year
DYOR
https://twitter.com/surprised_trade/status/1368645244149972994
ii reducing slowing sp re-rate. IC article Friday night, expect it to be released week 8.03.21 -TSL unveils massive profit, Clearpay delivers £52.9m uplift. Stake doubled in value to £106.6m (100p a share) with eye-catching operational performance
Interims- Profit after tax up 237% to £53.7 million, Net assets at period end of £116.6 million are equivalent to 109.44 pence per share, cash £6.9m,.....Value gap ...next target 120p+
https://www.investorschronicle.co.uk/ideas/2021/03/05/exploit-two-small-cap-pricing-anomalies/
ThinkSmart unveils massive profit
Revaluation of Clearpay stake delivers £52.9m uplift.
Bumper growth in UK ‘Buy now pay later’ segment.
.........Interestingly, Afterpay has just raised A$1.5bn to buy out the minority shareholders of its US operation, a read across of the price paid fully supports ThinkSmart’s valuation of its minority interest in Clearpay. The fact that the stake is subject to a put and call arrangement between the two parties – the agreed valuation principles being the market capitalisation of Afterpay, and Clearpay’s proportion of Afterpay’s gross merchandise value, profits and active customers – offers a clear exit strategy for ThinkSmart’s shareholders, although I expect Afterpay to try to buy out ThinkSmart’s well before its call option becomes exercisable in 2023........
https://www.investorschronicle.co.uk/ideas/2021/03/05/exploit-two-small-cap-pricing-anomalies/