Member Info for DaddyAIM

This year is going to be BIG.

The size of trades indicates that unsavvy retail punters are selling at the bottom.

One sure thing - I am holding strong and accumulating.

Special sit, met Ben and Will few times, I have faith on the direction of travel and reported profitability for FY23 and after.

Stocks don't tend to have linear progresion.

this is somewhat of a special sit as we have a new ceo with a new strat thus has to show to newbies that things have changed.

wait for it. we will close FY23 at ath.

This conforts me in my stance that 2023 will be the year of re-rating for CNIC.

Insider with so much skin in the game know that the old CNIC under Ben is gone and that the future is bright.

CNIC has achieved critical mass which will lead to a sustained organic growth leaving management to prioritise capital allocation + shareholder return + maintain high margins & strong cash conversion.

Consensus is also massively low, leaving plenty of room for upside surprise.

FY23 will see a rerating - I am strongly confident in this call.

CNIC has achieved critical mass which will lead to a sustained organic growth leaving management to prioritise capital allocation + shareholder return + maintain high margins & strong cash conversion.

Consensus is also massively low, leaving plenty of room for upside surprise.

When I see the trade size - it's so small I don't think the punters behind these orders have any clue...

look I remain firm on my view that FY23 will be a turnaround, profitability incoming coupled to operating leverage will lead to margin expansion. STRONG BUY

To anyone who "does not get the biz"

https://www.youtube.com/watch?v=smzQ4H0LvrU&t=6s

What's "9ne" ? thanks

Very good results - stock is cheap - business momentum and IP are here - STORNG BUY

Indeed - strong buy - strong compounder - outlook leaves plenty of upside for beating consensus - BUY

Results are in line with the trading update - all segments are performing well - cash increased to 103m !! - adtech partnerships are also growing well - remain well on track to be at least in line with consensus and still expect to be profitable on a reported basis for the full year - at 7x its a strong buy

Good rns - valuations are an absolute steal ! end markets wel lsupported by ESG/regulation - STRONG BUY

Maybe you should start to calculate free cash flow to equity which starts with reported net income (ie. A net loss). Once you have it, calculate it for the next 5yr and discount them with wacc. This will give you an intrinsic value. Such approach will show you how undervalued CNIC is.

The irony with this stock is that the flow is driven by retail punters… looking at the average trade size… anyway - CNIC is a strong buy, the company will be profitable on a reported basis this year and continues to grow double digit organically whilst being highly cash generative. STRONG BUY

goldman sachs has done an 'AI bear' ETF which shorts KWS

indeed - this is THE PAUSE that we all anticipated. Upward and onward. STRONG BUY

re microsfot - revenue not quantified but expected to flow through 3Q

• miss on revenue
• acquisition price not disclosed
• acquisition done at a deep discount
looks a bit fishy...

Now - at current level CNIC is a clear M&A target. P/E like cheap and highly cash generative companies. Two attributes that CNIC has. New KAPE ? Hope not if for a similar premium...

let's not forget that 4Q22 was hugely inflated by a weak dollar as it fell 8%. So yeh maybe org growth was low single digit positive to flat but I don't think this will be the beginnign of a new trend. The model is not dependent on discretionary spend. Also valuation provide some downside protection imo.