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 ;) )