Member Info for DaddyAIM

doggy - gotcha, if you are OW the share, i'd trim too. Their greeds is a **** take

basically the 16m stock based comp' is a killer.
we should all give them fire at the next investor call...

TTM PE does not reflect any of the forward growth but fwd p/e do.
The miss is marginal but the company is still growing.
it's only Q1, chill and buy.

AT 8.5x fwd PE it's a no brainer buy.. valuation provides good cushion for downside risk !

why is being sold so aggressively? previous RNS were positive imo

great presentation - bullish outlook.
wage inflation will be offset by higher revenue.
strong buy!

Nice set of number, showing EBITDA margin expansion (ie. improved profitability) by 4.3%points. STRONG BUY

Prove me wrong

I struggle to understand the selling pressure, swing to profitability, no more identity, strong outlook, margin expansion. STRONG BUY

absolutely agree, outlook is good and realistic. At this level, hell has been priced in. BUY

Had a closer look at the business following a good set of results yesterday.
I decided to pass on this name as this is basically a publisher of extremely low quality digital "news". The competition is ferocious and their product are not differentiated. Dailymash is loosing momentum and accounts for c. 10% of revenue. Looking at relative valuation, a fwd p/e of c. 20x is about fair vs DBOX at 18x now.
I will keep an eye on...

loads has been priced in, the core of the business is still going well. EKF trading at a deep discount to peer group: fwd P/S 2.5x vs 5.8x; fwd P/E 14.7x vs 39x ; EV/EBITDA 8.5 vs 15x STRONG BUY

I am a buyer, CYAN will prove many wrong... wait for the profitability to kick in!

SPE is a turnaround story. inflection point right now.

Hi Scooby - current fwd PE is 15.7x and next year 14.1x.
Looking at historical fwd PE, the rotation growth to value started in December when the fwd PE was 22x. Not very high on a relative basis but the share has undeniably been caught into the tech sell off... Looking forward for the next RNS ! tally oh!

Hi all, am I missing something regarding this share? I struggle to understand why is it sold so much? thanks

absolutely, strong buy

Adjusted numbers show a strong growth, even at the bottom line level.
Reported numbers show yoy growth until Net income driven down by a tax charge.
Apply 19% tax rate to last year to do the right comp.
Ocf +ve and growing.
Nothing else than a BUY.

it's Kazakhstan, different country to Russia/Ukraine.
Focus on the broader picture:
1) lower supply = higher U price = good for YCA.
2) the conflict has deeply changed government view around energy supply and their view around Nuclear = good for YCA

Guesstimate but uranium will trade at 80 by the end of next year.

thanks for the dip this morning