8/5/24 - $plya - Dip buying if/does $7
8/5/24 :: VROCKSTAR :: $NASDAQ:PLYA
Dip buying if/does $7
- best in class all inclusive operator (properties, management)
- over 5% fcf (to EV) but half capital stack debt
- consumer probably delaying booking (so window probably doesn't look amazing) and in a seasonally slow period
- mgmt typically conservative
- also a dip buyer here. have been patient for some time. hope i can snag it near $7 or ideally below, but it's not a need to own for me in this environment at this current px given what other risk assets are doing/ opportunities opening up
Dip buying if/does $7
- best in class all inclusive operator (properties, management)
- over 5% fcf (to EV) but half capital stack debt
- consumer probably delaying booking (so window probably doesn't look amazing) and in a seasonally slow period
- mgmt typically conservative
- also a dip buyer here. have been patient for some time. hope i can snag it near $7 or ideally below, but it's not a need to own for me in this environment at this current px given what other risk assets are doing/ opportunities opening up
Not
filled 50 bps at $7.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.