BeingTheBanker22 Jul 2021 16:23
Posted in: LOOP
Price: 86.00
Strong Buy
RE: Second PI article30 Mar 2021 23:05
idea idea I clearly take more of an optimistic view than you after today.
The Market Cap is just 3 times ebit, which is almost unprecedented for this sector.
The company have presented a robust pipeline today that I wasn't previously aware of, so I think they'll grow rapidly in the short-term to better reflect their true valuation, which should be around 13 times ebit really and even 20 is achievable.
Then look at the share price graph and where the trajectory from these positive results could take us. I'll start preparing for the £2 party!
Posted in: LOOP
Price: 86.00
Strong Buy
Valuation30 Mar 2021 18:37
Good evening,
It's not uncommon for valuations in this sector to be at 20x ebit.
Our valuation is about 4 times ebit and I thought this was due to something about to be uncovered perhaps, but that proved to be incorrect.
Acquisitions are rife in this sector and this company will be flashing on many radars right now.
This leads me to question what the appetite is of major shareholders for a sale? Perhaps they want to cream the profits and why not? Whether through a takeover or a natural correction in the share price, I'm extremely confident we'll see £2 soon and I'll continue to build my position in the meantime.