Valuing the $GWAC SPAC – Is my math right here?Hello All- TL;DR: I was hoping someone could look at my math to confirm if I have valued this GWAC merger correctly. As I see it, the trading price of $12.35 is 5x 2024 Revenues and 7x 2024 EBITDA for the new company. That seems real compelling, but I want to be sure I am […]
"Decimate" would like the floor, please.[...]
As a fellow Fidelity trader, it is noteworthy that for these OTC stocks, it is possible to have your stop loss orders canceled out from under you for no reason. It is important to check this frequently.[...]
@nmtonyo - I did some calculations for HOL previously, and have the following observations: 1) With a market cap of $420MM and a $300MM trust, you are paying $1.40 for every dollar in the trust. 2) But the fund manager got a pretty sweet deal from ASTRA, s[...]
Just FYI, for those who are jumping into these things and wondering why their stock doesn't rocket all the time: There *is* risk here.GWAC's target, Cipher Mining is just getting past pre-revenue. They look to get $6MM this year in revenue, losing $5MM[...]
Based on what you describe, this seems pretty heavy on the "Market Timing" side. "I see money coming in, quick buy while the demand is driving up prices!" "Oh no, money is leaving, get out before it goes down."So if "The industry" thinks he is awesome, i[...]
Ooops, I mean by paying $12.35 you are getting a company valued at ~5x 2024 Revenue and 7x 2024 EBITDA.[...]
I tried to do an analysis here: https://www.stockgumshoe.com/2021/03/microblog-valuing-the-gwac-spac-is-my-math-right-here/It seems like the valuation on this stock is pretty good- essentially, if you pay today's close @12.35, you are paying for a compan[...]
Yeah that is the thing that is killing me with MJ stocks. Anyone with some lamps and water can grow, and trademarking in this industry is very difficult- many of the "premium" strains were developed back in the day when people didn't exactly rush to regist[...]
"Look at Sweden (they did very little, resulting in 1265 death/1 million population) and compare to Norway (114 !!! /1 million) or Finland (135/1 million)"And yet Belgium, Spain and the UK- despite having far heavier controls- all had worse performance. [...]
I am less concerned with the end of the COVID-19 pandemic than with the end of the Pandemic response. Every time there is some good news, there begins a new reason we need to be concerned. Kids unlikely to have symptoms or spread the disease? Not so fast- [...]
So here is my perspective on this whole thing. You have three scenarios:1) Massive contraction in the economy that takes 3 - 6 years to recover 2) Expansion in the economy that continues to grow investments 3) Catastrophic destruction of [the dollar/stoc[...]
I don't think this requires moderation. Within 3 hours of JJ trolling, people were calling BS on him. This is good.I like Travis and the place he has created for us. But if he starts feeling like it is his responsibility to protect us from a#*hat trolls[...]
Where are you seeing this? On Fidelity, I see 2 Neutral, 1 Underperform and 1 Sell. I see a $25 target from the street on Seeking Alpha. And something tells me those analysts positions don't reflect yesterday's news.I am trying to figure out what WKHS's[...]
Their offering values them at $29 Billion. Their current revenue after a perfect storm year where kids were given practically nothing to do EXCEPT Roblox, was $727 Million. They claim that they had 75% of american kids between ages 9 and 12.On the one h[...]
I never bought into this one, based on the following article: https://seekingalpha.com/article/4404358-workhorse-bubble-looks-ready-to-burstI think there is a lot of reason not to be in this one. It is worth considering.[...]
Here is what I advise you do:Even if you have no money, consider going through all your stocks and asking yourself "Can I invest another [insert .1% of your portfolio value] in this company while it is down?"For every one of those where you say "No" as[...]
Regarding "Secret Portfolio" HOL (Holicity Holdings, a SPAC that is targeting a merge with Small Launch company, Astra), I am not really sure about the valuation. At it's current price ~$18.50, it is implying a market cap of $3.6 - 3.9 Billion. Astra claim[...]
I worked at EarthLink for a few years, and they spent many moons increasing cash flow and subscribers by acquiring smaller dial-up companies around the country. This was great to pad the metrics for our company, but in the end, we spent a huge amount of mo[...]
I would be careful about Cloudastructure. I thought I recognized them, and then went back and saw that they raised money in a funding in July 2019 on Republic.co and then on Wefunder in March 2020. And now they have this funding which (if you check their p[...]
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Yeah, I work for a large player in the 5G market, and this lines right up with the whole 5G ethos. People often times think 5G is about cell phones and mobile, but there is also a very big aspect to automation. Essentially, the throughput of 5G means that [...]