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Opus News & Insights

​Invest Like Zuckerberg, Not the Wu-Tang Clan
Friday, March 24, 2017

Though there was a time when we could say “cash rules everything around me”, a lathe Wu-Tang Clan, electronic payments are killing cash. Safe Charge International Group (SCH:LN) is in a prime position to take advantage of the rise of electronic payments through its innovative technology platform. From an investment perspective, it rates highly in these key areas we evaluate:
  • Valuation – significantly undervalued relative to its history and its competitors.
  • Growth potential – organic growth in new verticals, with potential for further complementary acquisitions.
  • Quality – strong conversion of net income to free cash flow, no debt, and net cash equal to 30% of market cap.
  • Entrepreneurial management is incentivized to create shareholder value - self made technology billionaire owns 67% of the company.
  • Payment industry is ripe for consolidation and attracting attention from renowned venture capitalists and tech legends like Mark Zuckerberg.
  • 136% upside potential over a three-year time horizon through continued EPS growth and multiple expansion towards peer group and private market values.

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