Trasna Capital

Investor

[Trasna Capital @TrasnaCapital]

@John_Kavanagh Eijit

[Trasna Capital @TrasnaCapital]

@Marco_mmabjj @jaglancy It's literally the first and second story on BBC Northern Ireland

[Trasna Capital @TrasnaCapital]

@yaminfouzi It's not build quality

[Trasna Capital @TrasnaCapital]

@TheRugbyIssue He doesn't need an attack coach. He needs a forward coach

[Trasna Capital @TrasnaCapital]

@gregisenberg All using AI to write the garbage

[Trasna Capital @TrasnaCapital]

@Avishai_ab Lol! Stop talking about yourself

[Trasna Capital @TrasnaCapital]

@FormlessEntity @IterIntellectus Strong not big

[Trasna Capital @TrasnaCapital]

@FormlessEntity @IterIntellectus I was a national champion and competed internationally. Everybody at my level or higher did weights. Granted being strongest in the gym didn't translate to fastest

[Trasna Capital @TrasnaCapital]

@Sherborne_Cap @CasinoCapital Can you please explain how base rates get to 7%? On my number anything over 5 for a length of time crushes the economy which is still housing led to the point where cuts are inevitable

[Trasna Capital @TrasnaCapital]

@BoringBiz_ The market for lemons

[Trasna Capital @TrasnaCapital]

@BrianLorraine1 Wonder how the uncertainty is a factor in $EVO capital allocation decision delay

[Trasna Capital @TrasnaCapital]

@danialkalbasi @WarHorizon It's Farsi not arabic

[Trasna Capital @TrasnaCapital]

@joshlacey33 @cndlollapalooza And there are corporate overheads but assume content balances this out. I get to a conservative 50-60m EBITDA. Most of this will now flow to earnings and cash so 10-15 multiple looks ok. This gives a value of 2.34-4.22

[Trasna Capital @TrasnaCapital]

@joshlacey33 @cndlollapalooza Honestly it's very hard to value here. Absent guidance/clarity from the company there is a wide range for new earnings/EBITDA will be. Licencing at 100m profit and growing 30% is worth 3x the market cap. Granted a chunk of this is US peanuts which I don't think they are keeping

[Trasna Capital @TrasnaCapital]

@gnufs Dont agréé with this take Ali. Or at least not straight forward. Tightening the screw on black markets could force players into markets $evo serve

[Trasna Capital @TrasnaCapital]

@SMTuffy I thought that was @goodalexander

[Trasna Capital @TrasnaCapital]

@RnaudBertrand Historically there hasn't been good read across from the European elections to national assembly. Let's see some polling

[Trasna Capital @TrasnaCapital]

@NeckarValue Even ignoring the trampling of other stuff this is selling the feature not the benefit. The opposite of 1000 songs in your pocket

[Trasna Capital @TrasnaCapital]

@bkclaims I have a low end estimate of 1.1bn USD. But could easily see 1.5-2bn. At low end wildbrain share equates to about 80% of their EV. Hard to see how they realise it though

[Trasna Capital @TrasnaCapital]

@SMTuffy Final bag holders identified