Member Info for HypeHero

I heard on the private groups Greycoat is a day trader trying to smack down anyone that talks any sense to he/she can keep the noise going. These boiler room lads hey, they come and go.

What was said that was negative? Only said that basing a valuation on rev multiples isn't a robust way of valuing this business.

🤣

Why did I invest at £2? Because I didn't understand how things worked at the time and I was swayed by group think on forums by other people that didn't understand things. A lesson learned and I've come a long way since.

The only thing you are showing the world here is that you don't understand how business value is calculated (as I once didn't).

There is a bull case. Just not the one people are pushing

Mate - I am heavily invested and have been since the £2 days. Many people here know me away from this board so please don't try that nonsense just because you don't like facts about how businesses are valued. This business based on current performance has a base value of just shy of 60p per share. That can be up to double based on prospect. But the math is the math. Like it or hate it.

It's not about being negative it's about understanding finances or not.

Talking only about revenue is a distraction. Anyone can sell things at low margin and make revenue. It's useless if you are making a loss on each item sold. I am not sure what people are not getting.

It's still a bull case when we measure the business correctly. All I am calling out is snake oil valuations using measures and statements that appeal to the heart and not the head.

Maybe it's cognitive dissonance and people don't want to wake up to reality.

Needs to start fattening up then 🤣

Stan the man you can't cherry pick the valuation metric because it's the one that fits the bull case through we need to be grounded and understand how this business is fairly valued. Revenue is irrelevant without profit. Especially in a commodity business which is largely what this is now.

For context that values it at 58p today and a quid if it can do 150m ebitda

This is pure baseline enterprise valuation though without any premium or growth froth and expectation factored in. Each metric could double or more with hype and expansion.

Fair (boring) enterprise value without any froth or speculation.

Today: 0.9bn

Ebitda 125m : 1.2bn

Ebitda 150m : 1.4bn

Likely what it is now. Fair valuation can only go up with debt reduction and showing a profit

I might just sell and buy 20k lottery tickets

Anyone else hearing the chatter in the more connected channels? 👀

Military preparation for Tuesday escalation.

Stopped in at Iceland to stock up on myprotein products.

Stock had been hit hard. Loads of demand out there for the brand right now.

The tide is turning quick here. Wouldn't want to be out over the weekend at these levels. Tick tick tick. Hugs and kisses. HH xxx

Those that know, know AS. Some just like to neg on here.

👀 7am...

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We just need to see the fruits... Er jam... Of it now.

Only thing that matters for this company is showing that it is FCF and profit generating and that those numbers are on a growth trad, it's that simple.

I might be going mad but I am sure we are always going to be FCF positive "this year".

Always jam tomorrow.

I am sure Matt will find a way to say the war in Iran gobbled up all the profit.