We are getting these valuations cuz of uncertainty only.
I think in the next 10 years time frame RBA will do better than other QSR in stock price CAGR
My rational: with per capita income increasing(with 7% we will double in 10 years)
QSR sale will go up n RBA will benefit.
At current valuation we get better margin of safety compared to other QSR.
Debt wise in the con-cal they said they will update in the coming quarters regarding how they will raise money.
With 700 restaurants after 2 years they will try n get profitable next.
I think it a bet worth taking n if u do want to bet on this QSR thing RBA at current value is a good buy
Ps- i have a lot to say but im not very good at expressing myself
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