@Michigan_Value That means Vevye will likely land around $25-30m for Q4? Seems significantly off the the $60m for the second half of 2025 and $100m for FY25 that they guided in the Q2 letter? More likely around $50m for H2 and $90m for FY25? Or did I miss something?
@SmallCapKing2 I’m not sure the comeback is so straight forward for them, as far as I can tell, the company struggled to make money after their CBS merger, even pre-covid.
Atleast $NCMI has recent history of making money - and they pay a nice dividend while we wait for it to return to profit.
@SmallCapKing2 surpriced to see such a big decline for $NCMI today without any news/rumours. Do you think its just people taking profit from last month's spike or did I miss something?
@SmallCapKing2 I'll send some love your way. Thanks to you I paid attention to NCMI and I somehow managed to buy right at the bottom about a month ago. Appreciate the insights provided!