What do you think about this paltform? https://www.comp.com.pl/oferta/segment-retail/m-platform/

This platform could give Comp a rerating:
- more quality, higher margin business, recurring cashflows.
-scale to africa
- at current stock levels not priced in, but the potential to be worth 2x+ current Mcap.
- estimated free cashflow 30 M pln (2024) (East value)
- Comps IT Business will benefit from cybersecurity megatrend
. with a successful platform, dividends could increase significantly, already 8%+ forward yield.

(hope it´s ok writing in englisch ;) )

myślę, że jeśli takie firmy jak Unilever, Nestle, Haineken czy Colian zdecydowały się na nią wejść to dobrze to wróży

https://www.comp.com.pl/oferta/segment-retail/m-platform/

i coś więcej w temacie

M/Platform: M/Platform is Comp‘s new digital services platform powered by modular cloud-based data mining software integrated directly with fiscal devices (cash registers), which was developed together with strategic partner Heineken. It connects traditional retailers with FMCG producers and helps them to better manage working capital, promotions and loyalty programs and thus to increase profitability. So far, Comp has already acquired >12,000 shops (c. PLN 20bn of yearly sales) from all regions and all types of municipalities as well as c. 20 FMCG producers as clients e.g. Unilever, Nestle, PepsiCo, Danone Waters, Imperial Tobacco.