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I guess some people assumed, rightly or wrongly, that Snap's issues also apply to these guys. But other than Spiegel, the directors confirmed that the company is 'comfortably trading in line'. And Snap was trading at 7x revenue, not 7x cashflow. IMO with CNIC you take the risk whether cashflow yield is 11% or 12% not whether you ever break even or not. Good stock for your retirement fund.
Your spot on....in fact it's pretty sad to see what goes on. Look at THG, Alphawave when they released results etc. It's completely rigged against PI's...only way to win long term is holding businesses like Centralnic in my honest opinion. It'll come good...best of luck : ).
The whole market is rigged. Look at the way OCDO has been played. Zak Mir said CNIC stock was on fire and breaking out on Monday. I think you just have to try and ignore the game playing. There are not many stocks I want to hold long term at the moment, but his is definitely one. So play away Mr MM and see where this is in 2 years or less.
Completely agree...it is absolutely rigged for this stock. Unbelievable. However...just remember that fair value is multiples of where we are now.
Don't care what anyone says, this stinks. SP down 11%, or £35m off the market cap, in two days after incredibly good results and update. Nett reported sales over buys negligible, over 1,000,000 shares reported after hours 'unknown' when a cursory look at the daily graph shows them to be virtually all buys.
Total nonsense, no idea why but market makers are walking this down back towards the recent placing price to suit themselves or their mates.
Great for some if it creates yet another buying opportunity but I'm fully invested and looking for capital growth.
Don't be. In the words of Seth Klarman in Margin of Safety....remember how irrational Mr Market is. When a stock you know is worth multiples more...treat drops as golden opportunities! Used the opportunity today to top up even more.
This isn't a Hut Group or Ferrexpo or Polymetal, where the risk of a catalyst happening / not happening could be the difference between winning and losing. This is a stock which is throwing off cash and is economically insensitive. Its superb.
very disappointed today with 8% drop
New video interview with the CEO - as bullish as should be expected given the terrific growth and outlook.
Interesting to hear him emphasise how cautious the forecasts are which are currently in the market - and even being cautious, CNIC are on a current year P/E of only 9.8:
Https://www.proactiveinvestors.co.uk/companies/news/982972/opportunity-for-centralnic-is-so-great-says-ceo-982972.html
"Opportunity for CentralNic is ‘so great’ says CEO
Ben Crawford tells Proactive that organic growth in its first quarter was a record at 53%,
Cash holdings are also at a record and net debt is now below its EBITDA number, he adds.
However, this just scratches the surface he believes and explains why CentralNic’s solution to the internet's structural inefficiencies is a huge opportunity for the company."