ValueSeeker

[ValueSeeker @Riccibuff95]

@ClubdelValue I look forward to the board meeting hoping their will reinstitute a strong buyback programme.

[ValueSeeker @Riccibuff95]

@ClubdelValue that is not $PLX.PA's fault though)

[ValueSeeker @Riccibuff95]

@ClubdelValue be double the impact in Q3, but I would have preferred a more transparent approach from the management. That said, everything else seems on track for a continued growth runaway in South America and preserving their solid position in a struggling European market (macro backdrop

[ValueSeeker @Riccibuff95]

@Carlos_MoraM The right ticker is $PLX.PA

[ValueSeeker @Riccibuff95]

@AyusoValue It is unlikely that Edenred will lose its entire Italian revenue stream (10%) following a negative ruling by the competition authority. The market is, as usual, overreacting to the uncertainty this situation creates.

[ValueSeeker @Riccibuff95]

@StockCompil Interesting pitch. Thank you very much

[ValueSeeker @Riccibuff95]

@CKS_Ghjk What's the thesis? I don't think it is so much undervalued

[ValueSeeker @Riccibuff95]

@TimurNegru A perfect isolated place for thieves to steal everything undisturbed... It's so clear you don't know anything about Italy

[ValueSeeker @Riccibuff95]

@weary_centurion My hypothesis is that given his visibility on consumers'spending in q4, which is going to be very weak, he expects even lower prices after Q1 2026.

[ValueSeeker @Riccibuff95]

@ArostiniMarco @Frenkie_Woody @rudy_matrix Il Belgio ha smesso di produrre carbone nel 1993...

[ValueSeeker @Riccibuff95]

@gnufs @JonChoivo My question for you @gnufs who knows the market more than everyone else is: is the problem then a generalised online gaming slowdown? Because my understanding is that there are no competitors eating their market share. I don't understand if it's evo fault or general market issue

[ValueSeeker @Riccibuff95]

@BabyBaconFat The stock price will be rewarded if the decline in revenues and operating profits stops. It seems that is now happening...

[ValueSeeker @Riccibuff95]

@zacktanzx What do you want to see the most in the next earnings?

[ValueSeeker @Riccibuff95]

@stonkmetal Mission accomplished. Loved how the CFO addressed all concerns regarding regulatory concerns.

[ValueSeeker @Riccibuff95]

@stonkmetal About $EDEN.PA I see potential for a strong reversal (10% minimum) if 2025 guidance is reiterated and regulatiry risks are addressed well by management during the call.

[ValueSeeker @Riccibuff95]

@stonkmetal I would like to highlight this extract from the call. It's not to be taken for granted that the tax in France will be approved.

[ValueSeeker @Riccibuff95]

$EDEN.PA As expected Edenred up 10-12% today. Too undervalued taking into account all worst case scenarios for the regulatory situations in France, Brazil, Italy, and Turkey. Currently 23% of my porfolio with average cost €21,90. I will trim a part at €26.

[ValueSeeker @Riccibuff95]

$EDEN.PA Edenred Q3 earnings tomorrow. If they reiterate full-year 2025 objectives( a minimum of 10% like-for-like EBITDA growth and a free cash flow on EBITDA conversion rate of at least 70%), I don't see how they cannot fly at least 10%.

[ValueSeeker @Riccibuff95]

@Arkalos77 I also added today. Average cost basis 21.90€. If guidance is reiterated, it will pop up and $PLX.PA will follow suit.

[ValueSeeker @Riccibuff95]

Management's comments on regulatory situations in France, Brazil, Turkey will play a role but the worst case scenarios is well discounted in the current price. If results and guidance are positive, Pluxee ($PLX.PA) will go up significantly. I own both names.

[ValueSeeker @Riccibuff95]

$EDEN.PA Edenred Q3 earnings tomorrow. If they reiterate full-year 2025 objectives( a minimum of 10% like-for-like EBITDA growth and a free cash flow on EBITDA conversion rate of at least 70%), I don't see how they cannot fly at least 10%.