bullish
Kambi Group (KAMBI) - Thursday, Feb 8, 2024
SUMMARY
- I am long shares of Kambi (“Kambi” or the “Company”) because I believe the Company is worth over 170 – 200 SEK / share today – This represents a 20% - 32% margin of safety to the current share price of ~136 SEK
- If I am wrong about this, I think Kambi is its growing intrinsic value and will still be worth at least 200 SEK / share (likely closer to 250 SEK / share) over the next 2 – 4 years, which would generate a mid-teens IRR or higher from the current share price
- Several free options / catalysts (some of which I believe are inevitable) are not priced into the stock and could drive returns substantially higher (20%+ IRR). Multiple expansion is also a lever that could drive further returns.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
x