How Yet Another Value Podcast’s view on $CRWY changed

2026-09-14Bullish
“UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares”
CRWY valuation depressed by unfounded AI/SaaS fears; hospital stickiness supports likelihood of future takeover bid.

Let's turn it let's turn to uh craneware and then we can kind of wrap this up. But I'd love to briefly discuss craneware because I think it's got a lot of interesting things that we've talked about throughout this process.

So I'll let you describe Craneware, but the really interesting thing to me here is Craneware is a company that got a offer at a big premium from Bane in July of 2025. You know, the stock uh they offered Bane offered $2,600 per share.

And fast forward to today and this stock has stumbled and it's trading at about $1,300 per share. I I say dollars, pounds, whatever. But uh you can give the overview. But I think that's a really interesting it's a really interesting example of you a company that had a bid, maybe stumbled.

The valuation is quite cheap on a whole, but it's got some SAS fear. So I I thought it was just an interesting one to discuss real quick.