investor 1998

[investor 1998 @PlompThijme]

@IrnestKaplan @realroseceline Your numbers don't account for current and cash generated between now and fy31. If we first take out current net cash of 870m, the ev is 3.1b. Based on Rose's calculations you get 1.8b between fy26 and 31, which gives an exit value of 10x 0.5 + 1.8bln= 6.8 (an irr of 17%)

[investor 1998 @PlompThijme]

@askjussi Still long IWG? What are your thoughts on the current downturn?

[investor 1998 @PlompThijme]

@riyadosofian @InsideGrab @MikeLongTerm @GabGrowth @amitisinvesting

[investor 1998 @PlompThijme]

@secretlyaninja @HugoManenti "Last year IWG... faced pressure from one of its leading shareholders to swap its London stock market listing for the US. Dixon added that such a move was not currently a priority was something that was considered “from time to time”. https://t.co/TAuqDvToJr

[investor 1998 @PlompThijme]

@oguzerkan Using 2032 for today's valuation? Brother acting like inflation and opportunity cost don't exist

[investor 1998 @PlompThijme]

@bezanijanet @mvcinvesting True, but (1) purchasing power is much lower and (2) healthcare is a lot cheaper and insurance covers more, so there is less opportunity for hims to disrupt

[investor 1998 @PlompThijme]

@mvcinvesting @bezanijanet Would be interesting if they expand to mainland europe, although the market opportunity is arguably smaller than the US

[investor 1998 @PlompThijme]

@mvcinvesting @bezanijanet Not sure about that. Dublin, Amsterdam and Paris are not cheaper places to find labor than UK

[investor 1998 @PlompThijme]

@lithos_graphein @threadreaderapp unroll

[investor 1998 @PlompThijme]

@HaagseInsider @threadreaderapp

[investor 1998 @PlompThijme]

@DeItaone @BeuvingJordy

[investor 1998 @PlompThijme]

@Couch_Investor No, but lots was priced in, since it's still down 20% from 3 weeks ago after the 7% rise ah

[investor 1998 @PlompThijme]

@Jordisoeters Berlijn

[investor 1998 @PlompThijme]

@witeken How will it stack up to AMD?

[investor 1998 @PlompThijme]

@alc2022 What's your take on $nvda Blackwell?

[investor 1998 @PlompThijme]

@fumanchu6666 ASML is a gainer from this lol

[investor 1998 @PlompThijme]

@AukeHoekstra @ChristianOnRE @mzjacobson @Sustainable2050 @marjanminnesma @janrotmans @mayaVirg @nworbmot @MinisterKenE

[investor 1998 @PlompThijme]

@AukeHoekstra @ChristianOnRE @mzjacobson @Sustainable2050 @marjanminnesma @janrotmans @mayaVirg @nworbmot @BM_Visser

[investor 1998 @PlompThijme]

@StockMKTNewz @ronjonbSaaS

[investor 1998 @PlompThijme]

@CompTortoise @finchat_io How about vitec software?