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Myles mcnulty.....
"Consensus forecasts - in my own view - fall well short of reality.
In Q1 2023, CSFS recorded revs of £1.95m. Consider the aforementioned recent QoQ growth; and consider consensus forecasts for FY 2023 rev growth of £6.1m.
Much more likely, in my view, CSFS will - at the absolute minimum - simply match Q1's rev, across Q2, Q3 and Q4.
That puts it on £8m revs for this FY.
Forecasts in the market suggest FY 2024 revenue of £8.12m, which would yield an EBITDA of £1.23m. That would put CSFS on an EV/EBITDA of 3.0x - which is absurdly cheap, for the recent top line growth rate of the company.
So: there you have my buy rationale. My view is that CSFS is going to obliterate forecasts this year.
Good to see Girlz the shorter go for the man and not the message again. Do you do anything except smear people you don't know?!
Not looking like the investor you claim to be. Again.
Https://twitter.com/MylesMcNulty/status/1656929518307647493?t=4JyhZ6WNQ_lhj8RR87y3gg&s=19
Https://twitter.com/HenrySundayHere/status/1659105706300125184?t=0EELuRvN2a-_AbcbkYUBjQ&s=19
https://twitter.com/IbnBashir5/status/1659091641339183105?t=9tKfNwIAYKJ4N0zZ6UjNOA&s=19
https://twitter.com/bidstack/status/1658423491106832385?t=GhYxiwbNilsKLUDZZn8CUg&s=19
https://twitter.com/HenrySundayHere/status/1656221104191488000?t=LE2uZ4J0KPHNFwrBqQwAKg&s=19
Bidstack inventory now 250 up 100% from beginning of 2022
Https://twitter.com/Johnincarlisle/status/1658152556277772311?t=h0N5h21X0zxIjAuwmmpIeg&s=19
That then makes a mockery for next year's forecasts. Massively undervalued with outstanding management.
Of course an update is required at some point.
In the meantime for real investors.
https://twitter.com/Johnincarlisle/status/1658152556277772311?t=h0N5h21X0zxIjAuwmmpIeg&s=19
Plus a new "premium " segment has been created. I'm especially excited about this as ad spend per contract has ballooned from $3000 to $500 000 in that period.
So how much for a premium global campaign? $1 - $10 million?
Https://twitter.com/Johnincarlisle/status/1658152556277772311?t=h0N5h21X0zxIjAuwmmpIeg&s=19
Https://twitter.com/IbnBashir5/status/1657050190048624645?t=pIpIjEjfAli4BZdbuG4fDw&s=19
Sounds like a shorter again
Why be fair to a perennial shorter who is negative about everything? Surely you'll get lucky sometimes?
Nobody mentions any of his bad calls of which there are plenty.
Ondo flying again. Resistance broken. Should run and run! Tiny mcap- massive contract. More to follow!
Https://twitter.com/HenrySundayHere/status/1657981905726328835?t=-inLIsxe6G90SzFvPJImSw&s=19
Importantly brands now recognising that in game advertising is superior to other forms of advertising and better value so there's going to be a stampede at some point when brands wake up.
When has TW been positive about bidstack? He's just trying to get the sp down before ye.
Https://twitter.com/IbnBashir5/status/1657826931885187074?t=fG3RpKO3izZ5fr7S-Vu_HA&s=19
Https://twitter.com/DogTrader01/status/1657656877864349696?t=MByWaU5yaYqovsjaOwRNSg&s=19
Https://twitter.com/HenrySundayHere/status/1655483037423919105?t=o27rmSalxUElt5PWX6brBQ&s=19
Https://twitter.com/IbnBashir5/status/1656610549201862657?t=-DfWcFqZPei_mFhnOamS6A&s=19
Https://twitter.com/IbnBashir5/status/1657050190048624645?t=1doOWOPsihu5Z03vCXf5IA&s=19