What is your target prize for the stock, if the deal with Seven & I finally works, what seems right now quite probable? In my model I see almost an upside of 60-80% currently.
Assuming no acquisition and with conservative estimates I think the stock is at ~35% discount to intrinsic value today. If the acquisition goes through it will depend on execution, but base case would be 50%-60% discount to intrinsic value. I would assume they don’t touch Japanese ops.
What is your target prize for the stock, if the deal with Seven & I finally works, what seems right now quite probable? In my model I see almost an upside of 60-80% currently.
Assuming no acquisition and with conservative estimates I think the stock is at ~35% discount to intrinsic value today. If the acquisition goes through it will depend on execution, but base case would be 50%-60% discount to intrinsic value. I would assume they don’t touch Japanese ops.