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Positive Outlook

Published
24 Jan 25
Bazz's Fair Value
AU$2.50
65.2% undervalued intrinsic discount
24 Jan
AU$0.87
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1Y
-58.6%
7D
-4.9%

Author's Valuation

AU$2.5

65.2% undervalued intrinsic discount

Bazz's Fair Value

Credit crunch as AI fervor draws high, capital flows to USA in near term, OFX fails to capitalise and innovate owing to infighting in executive team, equity payments instead of direct payments taking money from shareholders over time through buybacks, and other direct transfers from the executives. Although I believe both the CFO and PHC are well suited to their roles, the lack of investment into development and people, as well as high rates of tool and company acquisition have led to massive friction and internal loss. However, the focus on B2B and alignment with shareholder interests indicate that the company earnings will increase over time, and it may eventually dominate over alternatives like Wise and PayPal

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Disclaimer

The user Bazz holds no position in ASX:OFX. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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