Member Info for DaddyAIM

this is bad, whatever way you look at it.... management playing on adjusted metrics which are frankly meaningless.
Reported metrics are down from EBITDA (-9%) and Net income -36%. Margin compression across the board: GP -8%p, NI -3%p, cash conversion -3%p...
I mean if the stock was cheap i'd pass on but here it's 23x fwd p/e, 16x EV/fwd EBITDA...

south

YoY Growth
Revenue EBIT/DA NI EPS OCF Cash Outlook GC
102% 319% 512% 200% 39%

STOP BEING A WUSSY AND BUY THE STOCK HAND OVER FIST.
BBSN should have less cyclical features than most peers.

So the crooks are panicking so much they are doing another buyback... of course instead of reinvesting into the business and create organic growth, what matters is the strike of their options... strong sell to 0

STRONG BUY - strong growth across the board (revevenue, EBITDA, net income) just CFO came is softer but still positive. Outlook remains very appealing and at this valuation level it's a STRONG BUY !!

clearly you don't understand the business not know how to read an RNS.
All operational metrics are roaring. Bottom lines has been affected by currency which is external to the company and should wash trough over time.
Boku is at the forefront of digital payments. STRONG BUY

still at play

drivel

The only explanation I can think of is: the holder wanted to cash out then realised the prospect are really bright and could sell much higher later in less than 12months.

STRONG BUY
"The business has seen growth across all verticals, in particular due to current inflationary pressures which have driven multinationals to focus not only on cost reduction but also revenue retention. Current trading is ahead of expectations, with improved margins, and the Board remains confident in the future outlook for the Company and in the expected performance for the remainder of this financial year."

strong is profitable and growing - what am i missing?

After TRMR, BVC... I am out of both, on a steep loss, but "puking sets you free" kids...

I went back into FY21 report...

page 68: b. Stock Options: am I right to see that the weighted average exercise price for all the outstanding options (up to the 31st december 2021) is 6.54 USD ? It's "only" 20% below current share price in the US... Schadenfreude if most of these options become out of the money before the exercise date! Do they have an expiration date?

page 34: what a joke these bunch is: The compensation of the Directors in 2021 was as follows (all amounts in GBP – NIS 4.443: GBP 1, USD 1.376: GBP 1):
Ofer Druker 13,538,158
Yaniv Carmi 6,525,916
Sagi Niri 5,189,399

allowing finnCap in its ultimate discretion to accelerate the deployment of any funds remaining under the existing buyback programme which expires on 1 September 2022.

enough of their game - too much share based and other accounting gimmickries - i am out - GLA

yep - agreed - strong buy at this level

up

using a 25x fwd EPS multiple. c. 30% more downside. see you there.

can't understand the weakness in the share price since the last update.
strong and positive growth: revenue, EBITDA, NI, EPS, OCF
margin expansion: Gross margin and net income