6 Comments

Hi, just a little confused about the valuation section - how do we go from £0.20 fair EV to £2.06 buy price firstly?

Nice write-up though.

Expand full comment

Great write up !

Expand full comment
Apr 3Liked by Wesley

How much ROIC do you want?

FNX: "Yes"

Great write up! Aside from mobile networks developing financial services in the future, do we know who else might be competing with them?

Expand full comment