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Milan
sales did not grow also in the PS sector if you read the November RNS and we did not hear since there has been any improvement . Also Loop share price went down a lot leading to the November RNS so might do same now ( insider deleing?)
Loop did not provide any good contact win or upgrade forecast since than , only Jam tomorrow - think better to Waite for the next RNS
end of last year AFT share price was A$ 118
Clearpay put option was only $67.840.000 ( from the link below) and we are values now at about $110m . Clearly AFT doesn't agree with this valuation
https://afterpay-corporate.yourcreative.com.au/wp-content/uploads/2021/03/Afterpay-Limited-Half-Yearly-Report-HY21.pdf
but what matters for us is the UK part of the business and there is Hugh gap between TSL and Afterpay how much our stake is worth
issue here is competition and low barrier entry
a few retailers start offering themselves BNPL
Paypal also came in
https://www.calcalist.co.il/markets/articles/0,7340,L-3827336,00.html
put Marom not in a very good light
https://www.calcalist.co.il/markets/articles/0,7340,L-3827336,00.html
we are second best div company in the energy sector , just wandering how risky is the div . surly if they manage to pay it with oil price halve of what its now than will be able to pay on current year ? or am i missing something?
sadly investments did not dry up after Vodaphone case in 2012
TSL is valuing our 6.5% share of Clearpay at £106m but afterpay give for the all 10% only AU67.84 which is about £37m . are we in for a fight?
indeed. volume much more than normal but price not moving
the silence in the last rns about current trading speaks volume
ok but ps also not grown vs pre pandemic
just check the rns from 27/11 you will see numbers of users declined even in PS. also sow online employees complain its hard to sell product