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
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.