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@valueseeker_91 "@vic_investing I might be getting something wrong. Assuming OPAP shareholders get XXXX% of the new business that is valued at 16Bn that means that the value they are getting is 3.44Bn. That means that the value of OPAP as a whole is around 7.2bn with an EBITDA of 832m"
X Link @valueseeker_91 2025-10-15T09:22Z X followers, XX engagements

"Cashed out half my $SENEA after a 3x. Dont see much upside left in my opinion and the business ROIC is too low. Moved into $EAT $BUKS and $BBW as they feel like better opportunities"
X Link @valueseeker_91 2025-10-07T15:35Z X followers, XXX engagements

"@vic_investing Actually they are assigning a higher value in OPAP rather than Allwyn. Dont forget that Allwyn has XX% share capital of Opap therefore they are valuing each business at about 8bn"
X Link @valueseeker_91 2025-10-15T08:54Z X followers, XX engagements

"@vic_investing If XX% is included in Allwyns statements that means that Allwyns EBITDA excluding OPAP is 1113 (2024 FY numbers). Therefore Allwyn excluding their stake at OPAP is valued at 8.8bn and their multiples are XXXX and X respectively"
X Link @valueseeker_91 2025-10-15T09:26Z X followers, XX engagements