8/5/24 :: VROCKSTAR :: 
POWW
Close enough to my $1.5 tgt
- are we close enough to the $1.5/shr tgt that i spelled out in my last note?
- even low balling cash gen at $25 mm for $150 mm (cash-adj) value is 16% fcf yield, pretty high
- "election" years should be good for ammo right?
- what am i missing here? is this worth a 50 bps position tmr if we don't start the day >$1.6/shr?
anyone have a more nuanced opinion. so tough to be smaller/ "micro" types in this tape, but i do like the cash gen, the stock looks weak mainly flow-related beta vs. fundamentals (esp looking at the last 1 wk move - all the small caps look the same). many are not worth buying... perhaps this one is?
thoughts?
V
POWWClose enough to my $1.5 tgt
- are we close enough to the $1.5/shr tgt that i spelled out in my last note?
- even low balling cash gen at $25 mm for $150 mm (cash-adj) value is 16% fcf yield, pretty high
- "election" years should be good for ammo right?
- what am i missing here? is this worth a 50 bps position tmr if we don't start the day >$1.6/shr?
anyone have a more nuanced opinion. so tough to be smaller/ "micro" types in this tape, but i do like the cash gen, the stock looks weak mainly flow-related beta vs. fundamentals (esp looking at the last 1 wk move - all the small caps look the same). many are not worth buying... perhaps this one is?
thoughts?
V
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Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.