Member Info for surprised

Hi Archy, a bit more insight into Square (a bank to be among other aspect )

https://mtcapital.substack.com/p/square-inc-sq

''....Cash App Pay will allow consumers to pay with their Cash App accounts at participating Square Sellers. Though reliant on the extent to which consumers are willing to forego their credit cards, debit cards etc. to use the cash app ecosystem instead, this poses a very interesting opportunity for Square. When combined with the Afterpay efforts, this proposition is only further strengthened...
...Square’s undeniable value to sellers, the series of efforts they have embarked on in order to continuously spur growth in both of their main business segments and the attempts they are making to benefit from closed-loop payments. It is an exciting time to be part of everything Square is doing.

Square is at the top of the Fintech industry for a reason. With two strong business segments growing larger by the minute, there is a lot to like. In addition, with the Afterpay acquisition in mind, my opinion and conviction is only strengthened. ''

https://money.cnn.com/quote/forecast/forecast.html?symb=SQ

The 32 analysts offering 12-month price forecasts for Block Inc have a median target of 300.00, with a high estimate of 360.00 and a low estimate of 172.00. The median estimate represents a +108.93% increase from the last price of 143.59.

Hi Draft , posted some stuff below....and some folk buy when prices are rising, some buy when at lows, we all have different takes, however, the figures suggest a value gap currently.....interesting markets and decisions

https://mtcapital.substack.com/p/square-sq-x-afterpay-asxapt

9.0 Conclusion
In summary, Square is a behemoth of a business that has only been made stronger with the addition of Afterpay into its ecosystem. With a Seller-focused segment that has yet to experience serious competition, Cash App bolstering strong customer adoption and sticky associated use-cases (P2P money transfer, investing and spending) and Afterpay cementing Square as a bank of the future with its exposure to a fast-moving payment method that is taking the world by storm, it is quite easy to be a Square shareholder.

Hi Draft, take a look at previous posts below, there are a few posts detailing Square who trade as Block..for Block read Square..it's all there :-)

part of an article on TSL published last night

''...it is preferable to do a deal on the Clearpay minority now, while Think Smart retains some influence over proceedings. This way he derisks the asset by locking in the value of the Clearpay stake in return for listed shares in a $72bn market cap company (ca $90bn when the Afterpay acquisition completes). Block is also a much more diversified payments business compared to Afterpay’s BNPL focus.

...with the investment in future being liquid Block shares rather than the illiquid Clearpay minority holding. Montarello is bullish on Block long-term but we suspect he will be pragmatic in realising value ...''

Value per share (107m shares in issue) = 72.6p
Current Think Smart price = 54p

...the discount to fair value has widened, with Think Smart now trading at ca 25% discount to its asset value (which we can now measure accurately). This looks attractive - assuming your view on Block is reasonably positive. Think of it like an investment trust: if Block shares start to recover then there is the prospect of a performance boost from the discount narrowing.''

Dave Thornton from' growthcompany' provided a write up on TSL last evening, confirming the view that TSL trades currently ata 25 percent discount to assest value and if Block rallies as most analysts expect over coming months TSL clealry goes with it , Block trading at lows currently ahead of the deal and average forecasts from majority of analysts is for 85 percent plus growth over next 12 months...

www.growthcompany.co.uk

https://twitter.com/surprised_trade/status/1478816834732318722

currently at a 25% -30% discount to asset value. If consensus is with 30+ analysts who forecast a median view of 85%+ growth in next 12 months for the Square/Block deal, the risk is to the upside from current price

https://twitter.com/Aeternum7/status/1478712786863673344

The media reports that metallurgical plants have stopped production in #Kazakhstan's Balkhash, and metallurgists have joined the protests

https://twitter.com/TheInsiderPaper/status/1478696169064865792

BREAKING: *Information blackout* Internet has been shut down in entire Kazakhstan after mass protests and violence in country.

https://twitter.com/surprised_trade/status/1478696852023394304

BREAKING: *Information blackout* Internet has been shut down in entire Kazakhstan after mass protests and violence in country.

indeed, here's the latest from CNN just after 10am today

Dollar-denominated bonds issued by Kazakhstan came under pressure as traders reacted to the unrest.

https://edition.cnn.com/2022/01/04/asia/kazakhstan-protest-emergency-intl-hnk/index.html

https://news.sky.com/story/kazakhstan-state-of-emergency-declared-after-violent-protests-over-fuel-prices-12509194

Kazakhstan government resigns after violent protests over fuel prices

President Kassym-Jomart Tokayev says "calls to attack government and military offices are absolutely illegal".

https://news.sky.com/story/kazakhstan-state-of-emergency-declared-after-violent-protests-over-fuel-prices-12509194

Kazakhstan government resigns after violent protests over fuel prices

President Kassym-Jomart Tokayev says "calls to attack government and military offices are absolutely illegal".

https://twitter.com/surprised_trade/status/1478336204353556494

added further to holding at 54.75p

https://twitter.com/surprised_trade/status/1478293676531068928

broker note out with 95p+ target

Hi Patrm, different views are what makes a market ....and hopefully the details provided below suggest there is possibly a lot more to the Square/Block deal ....good luck wherever you invest next and I'm sure you'll watch TSL with interest over coming months

https://money.cnn.com/quote/forecast/forecast.html?symb=SQ

The 32 analysts offering 12-month price forecasts for Square/Block Inc have a median target of 300.00, with a high estimate of 360.00 and a low estimate of 172.00. The median estimate represents a +85.76% increase

The current consensus among 38 polled investment analysts is to Buy stock in Square/Block Inc.

further insight to the Square -Afterpay acquisition

https://mtcapital.substack.com/p/square-sq-x-afterpay-asxapt

''..Afterpay acquisition has a twofold effect on Square as a whole. First, they will be able to leverage the strong Network Effects of Afterpay to gorilla glue their two business segments together. Second, they will be able to expedite International Expansion while also increasing the distance between competitors, both within the BNPL space and beyond within the US.

9.0 Conclusion
In summary, Square is a behemoth of a business that has only been made stronger with the addition of Afterpay into its ecosystem. With a Seller-focused segment that has yet to experience serious competition, Cash App bolstering strong customer adoption and sticky associated use-cases (P2P money transfer, investing and spending) and Afterpay cementing Square as a bank of the future with its exposure to a fast-moving payment method that is taking the world by storm, it is quite easy to be a Square shareholder.

https://twitter.com/surprised_trade/status/1474143028604542982

Research points and an in depth view of Square, that provide an insight for all TSL holders...

https://mtcapital.substack.com/p/square-inc-sq

''....Cash App Pay will allow consumers to pay with their Cash App accounts at participating Square Sellers. Though reliant on the extent to which consumers are willing to forego their credit cards, debit cards etc. to use the cash app ecosystem instead, this poses a very interesting opportunity for Square. When combined with the Afterpay efforts, this proposition is only further strengthened...
...Square’s undeniable value to sellers, the series of efforts they have embarked on in order to continuously spur growth in both of their main business segments and the attempts they are making to benefit from closed-loop payments. It is an exciting time to be part of everything Square is doing.

Square is at the top of the Fintech industry for a reason. With two strong business segments growing larger by the minute, there is a lot to like. In addition, with the Afterpay acquisition in mind, my opinion and conviction is only strengthened. ''

Hi Redye , I see you stated you had sold out at 58p, time will tell us all and good luck.... I stand to be corrected but I dont think Rosy has asked a question...... I think you may mean it the other way around as I posted below - ''hi Rosy895....and what are you doing with your shares ?''......no answer yet as you state :-)

hi Rosy895, ...and what are you doing with your shares ?

' the Consideration Shares equate to a value of ?78.1m which, together with the ?6.5m of cash and other assets equates to ?84.6m '' ...that equates to around 75p as it stands....current mcap is just ?55m at 52p