Aug. 15 at 1:59 AM
$PYPL as I see it....(along with chatgpt valuations). a fair offer from stripe/advents perspective is around 75.00. anything higher than that assumes very good execution two years out to justify it. the higher the price, the longer the timeframe and risk to succeed...from pypl/lores perspective. if confident of turnaround, 75.00 is too cheap. might consider 85ish more or less. so maybe a compromise if both want to make a deal. from our perspective (shareholders)... while in play, 70 plus is pretty much a sure thing short term. if a deal is struck, likely 80-85 gets it done, a bit less on arbitration in the near term, or a long wait to complete it. no deal...hold for years to "maybe" get 120, or, stripe walks away and stock returns to 40's immediately. no likely bidders to get in a price war from my view. few companies could afford it and benefit....
