Member Info for idkmybffjill

Of course, right after I first build up my position, the stock falls lol

Hi, the document you referenced actually says "• Adjusted operating profit expected to be modestly higher than FY 2021’s adjusted operating profit of $187m (previously “broadly similar” to FY 2021 adjusted operating profit of $187m)."

Can you tell me where you saw $205 million for 2021's operating profit?

Got it. And thank you! I assume a lot of money will flow into this stock once it gets listed on the NASDAQ. Only concern is why YTD 2022 Q3 profitability is worse vs. 2021, despite revenue growth. Any thoughts?

Also, their YTD profit numbers are below 2021. Any idea why?

Oh wow that’s 2022’s, correct? So 2023 numbers will be even higher. Also, US investor here…what does RNS mean? And the stock is literally climbing every single day. This is crazy. I keep waiting for a small pullback.

"Additional EPL was announced at the end of November, there aren't any corp tax installment payment dates between then and the end of the year, so that wouldn't affect year end cash position."

So then their cash generation looks even worse between August and December?...the tax payment didn't hit last year, yet their cash generation was very weak relative to all the estimates given where spot nat gas was in Europe. This feels like a red flag, no?

Thanks - just read it. Unfortunately, it doesn't really answer how much the company might earn this year?

Yes fair enough, but no one expected TTF to fall into the 60’s in the winter either?

Anyone have a rough idea on what they will earn this year / what multiple the stock is currently trading at? Also, seems like once this company gets up listed to the USA, there’s a strong chance it will get bought out by a bigger pharma? Sublocade headed for $1 billion in revenue has to be worth at least $5 billion to a strategic?

I thought the estimates were that they would earn their entire market cap in the second half of last year? In that regard, this update feels a little underwhelming, no?

So TTF is in the 60' now? The Kistos writeups I saw last year assumed TTF in the 80's for 2023. How much downside protection do we have at this price?