Arcotter Partners

[Arcotter Partners @ArcotterCapital]

@italianinvesto Just curious but why is a P/E ratio of 20x appropriate? I have rarely seen any machinery/automotive equipments going above ~10 other than those in the hottest of segment.

[Arcotter Partners @ArcotterCapital]

@Monolith_Cap How is sales and OP affected despite "start-up costs from new facilities"? Are CAPEX expensed and not capitalized? Perhaps I am missing something but 12% sales growth isn't really positive no matter how you assume the split between volume increase and price uplift?

[Arcotter Partners @ArcotterCapital]

@Temple_Eight @zephyr_z9 The $UMC tag is used for United Microelectronics not Unimicron.

[Arcotter Partners @ArcotterCapital]

@JapanDeepValue1 @techfund1 Right, gotcha. Love your work btw so even if everyone is ignoring it, know that I am reading it!

[Arcotter Partners @ArcotterCapital]

@JapanDeepValue1 @techfund1 I'm sure I am missing something but Isn't NDK's OXCO crystal based?

[Arcotter Partners @ArcotterCapital]

@maxwellhouse99 The organic growth is actually only 7% once you stripped out the revenue from the inorganic acquisition, do you have any concerns there?

[Arcotter Partners @ArcotterCapital]

@TheLazyBeavers Thanks! Tho 30% is still a large revenue contributor for a single market, provides clues into how successful leatt will be able to expand across categories.Admirable for being able to hold through the inventory overbuild!

[Arcotter Partners @ArcotterCapital]

@TheLazyBeavers Haven't been following the company but on first glance, it looks like the company is losing market share broadly across most product lines? Tho I have to say the variances are mostly too little to have any meaningful read into.

[Arcotter Partners @ArcotterCapital]

@mavix_leon Am I the only one that is a little underwhelmed by the results? Haven't looked at it in details but it appears that revenue growth is slowing down and came at the expense of lower margins

[Arcotter Partners @ArcotterCapital]

@3rdFloorCapital There we go

[Arcotter Partners @ArcotterCapital]

@3rdFloorCapital I actually think most people are wrong here. The announcement specified that the merged entity will become a BTC investment company and not a CRYPTO company. Yet, til recently, BTCS prides itself on its ETHEREUM holding.

[Arcotter Partners @ArcotterCapital]

@Mike10947310 David Bailey was a former director at $AREN but $AREN is not Nasdaq listed so that does not fit into the puzzle. Does not stop people from speculating into it anyways (Look at the price action).

[Arcotter Partners @ArcotterCapital]

@IamNGupta8 Don't disagree on the cost cutting measures. It is just that the guidance does not reflect the optimism in the sales data. I am intrigued here too so just trying to cover all grounds. Thank you for your work on this!

[Arcotter Partners @ArcotterCapital]

@IamNGupta8 I see! It is a bit strange to corroborate this with management's guidance for Q4. Management does not sound very upbeat.

[Arcotter Partners @ArcotterCapital]

@Mind_Da_GAAP Skydio uses Teledyne's FLIR too.
https://t.co/xS3j7NZy0H

[Arcotter Partners @ArcotterCapital]

@DakotasTwits Great idea regardless. As long as the stock stays above $6, you are better off with the warrants, if only there is a damn broker for that

[Arcotter Partners @ArcotterCapital]

@DakotasTwits Then you would be shorting present and longing future, hence not fully risk free but it's very close!

[Arcotter Partners @ArcotterCapital]

@DakotasTwits Yeah, there's always the time component with these things but still a great idea. I have been looking for a way to long the warrants. Let me know if you are interested