JaHu272

[Heisenberg @Mr_Derivatives]

I would love for a bidding war to start on $PYPL. I mean if Paramount went through one…

I think shareholders would not mind $80-$100.

But here at $60.50 is just way too low imho.

Barely off the $38 multi yr lows.

Paging @elonmusk..

[Kris Patel 🇺🇸 @KrisPatel99]

$PYPL Road to $75-85/share

The reason why PayPal is likely going to be asking for a higher premium is from Stripe is because its so undervalued even at todays prices because of its enormous FCF and user reach.

Paypal has been discounted by the market because of potential disruption risk in its largest high margin segment, Branded Checkout. But they do have other business lines that are growing at a much faster pace but with lower margins. This means that Paypal overall growth was slowing but not dead.

The market focused too much on branded checkout and ignored the other parts of the business that have a lot of value in the hands of a company like Stripe.

Stripe is currently valued at almost 160B with gross revenue of about 20B. Not sure what margins they are currently getting but by adding PayPal, they are essentially rationalizing their high growth prospect with instant boost to profitability.

This would mean that when they IPO, they will be valued at high profitable growth compounder and comand a significant enterprise value.

This is why they were able to get financing from Advant. They can essentially buy the company using short term cash and sell shares at huge mark up during IPO and pay the money while retaining the massive cashflow.

They can also strip redundant costs and actually boost FCF by $1B to $2B depending on the level of cuts they are willing to make. Another 1B to 2B from organic growth over the next 5 years and the payoff period could be compressed down to 3-4 years.

PayPal is worth at least $75-85 for Stripe. I wonder if another competitor might show up and realize the same thing and try to juice up the bid because it might put them at a disadvantage with the beast that the new Stripe + Paypal would become.

[Thomas J. Hayes @HedgeFundTips]

@elonmusk are you going to allow @Stripe to steal $pypl @paypal (the company you started) at $60.50 when it’s worth double? Give us owners of $pypl $100 of $spcx stock with no lockup (or issue stock at 100x sales and give us cash) and take back your baby to make the super app you’ve always wanted. Worth 3-5x that in your hands - minimum and the $6B of FCF can fund your other projects. No brainer for you…

[Kris Patel 🇺🇸 @KrisPatel99]

$PYPL

$60.50/share might be a bit too low...

Wouldn't be surprised if someone else didn't also try to make a higher offer. They have 0 Net debt. with almost 6B in FCF.

@elonmusk should take a swipe at them and combine it with X money...

[Mark Laird @MarkTheLaird]

@elonmusk Would you ever make a bid for $PYPL?

You could fold it into @XMoney. It would be a full circle moment, baby coming home to daddy.

I feel like you could right that ship pretty quickly.

[JaHu272 @JHu272]

@buckotrades I‘m in

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[Heisenberg @Mr_Derivatives]

I had a dream that Elon Musk bought $PYPL.

Come full circle.

Forward P/E cheaper than $JPM. Cheaper than $MU.

So cheap.

Do it Elon!!

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