Yet Another Value Podcast 对 $CRWY 的判断变化

2026-09-14看涨
《UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares》
CRWY的估值因缺乏依据的AI/SaaS担忧而承压,但医院端的高粘性支撑其未来被收购的可能性。

让我们转向Craneware,然后我们就可以大致收尾了。但我很想简要讨论一下Craneware,因为我认为它有很多我们在这个过程里一直谈到的有趣之处。所以我会让你来描述Craneware,但对我来说真正有趣的一点是,Craneware是一家在2025年7月收到Bane大幅溢价收购要约的公司。

你知道,这只股票,他们,Bane出价每股2,600美元。快进到今天,这只股票已经跌跌撞撞,交易价约为每股1,300美元。我说的是美元、英镑,随便吧。但你可以给出概述。不过我认为这是一个非常有趣的例子,一个非常有趣的例子:一家曾收到收购要约、也许跌跌撞撞的公司。

整体估值相当便宜,但它有一些SAS恐惧。所以我觉得这是一个值得快速讨论的有趣标的。

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.