AnalytixInsight Inc V.ALY

What if's...Valuation, SP & Outcomes.

[oilcan2012]

As ALY shareholders 'claw' for scraps of enlightenment, patience becomes a demonlike menace as the sands of time tick on. Lets play....

• So, what if Intesa truly puts the pedal to the floor, establishing an onboarding strategy for 5-10% of their ever growing digital client base? Using the WealthSimple valuation tool (see link below) where they were able to apply a standard $$ amount for account balance (AUM) and for the purposes of creating shareholder 'excitement'... 2000E*750K users. 
• From a competitive glance, Robin Hood (RH) has been discussed on this forum. How can much be analyzed from a platform beleaguered with gross incompetence? So, the what if becomes the reality of Intesa holding equity in MW/IP, (great distinction over RH) and how this would impact shareprice should all the 'parts become one'? 
• Even with other competitiors, the what if becomes a beta question surrounding market achievability with one of the EU's most respected financial institutions being a significant driver throughout their space?
• The structure is a telling story whereby revenue (mostly) is currently derived in MW which remains a non-reporting entity. The what if becomes interpretative (wishful actually) should operations align through a  singular operating/ops.subs unit(s) driven by considerable leverage. 
• So, what if there is more? MorningStar..." As of December 31, 2016, the free membership services offered through Morningstar.com had 10.9 million registered users worldwide".   Damn, makes the imagination run amuck!
• So, what if there is more? Samsung..."At the end of March 2020, there were 992.4 million active Samsung smartphones in the world, claiming more than a quarter (26.2%) of the global smartphone market."  Bloody hell !!!!!

 Whilst only an opinion by a clearly crazed shareholder, an explosive array of leverage(s) that together, could be tantamount to an epic oil gusher. Its natural to want ALY's SP to be at a $1 but really, if (stepping off the cliff here) any of the above scenarios gel, the what if centers on patience because what could occur could be worth the wait?


Benchmark Article:

https://financialpost.com/investing/wealthsimple-valuation-should-be-a-wake-up-call-for-big-banks-and-traditional-money-managers

[Gulag2011]

You have articulated a lot of good merits that ALY has Here we are at .39 so what is baked in and the market will ask should I pay a lot more for ALY stock INTESA SANPALOS own the accounts so ALY does not get EQUITY LEVERAGE with their 49% platform ownership  Perhaps that is why ALY valuation is not even a buck? Also it is puzzling why INTESA does not buy out our 49% now OR MAKE US

[oilcan2012]

The articulation is based on the enterprise, not just ALY. The correlation you depict whereby Intesa 'owns the accounts' against 'equity leverage' makes zero sense.  There is little hope of the scenario occuring where Intesa would buy the 49% ALY owns. If any, or all, of the scenarios I have previously described occur, ALY shareholders would be rewarded tremendously for their