ValueStocker

Retired. Extensive Wall Street experience. Like catalysts, valuation support, short holding periods, leverage like warrants. Comments are NOT investment advice.

[ValueStocker @ValueStocker]

@D_onald_trump47 16

[ValueStocker @ValueStocker]

@yutozxx pull

[ValueStocker @ValueStocker]

@wakeupusa Take me with you

[ValueStocker @ValueStocker]

Norman Rockwell fans: I have a large collection of published prints for sale including a complete set of 323 Saturday Evening Post covers and much much more. Contact me if you have interest.

[ValueStocker @ValueStocker]

I have a complete collection of all 323 original Saturday Evening Post magazine covers illustrated by Norman Rockwell. All in matching frames. I need to sell them. Price is about that of a nice new car. Hit me back if you have interest.

[ValueStocker @ValueStocker]

@RickysRidge With respect I find Vail's job application process to be horrible. I hope I'm alone. I'm a finance pro. 3 frustrations: can't upload resume from dropbox or directly; link on contact page https://t.co/cFtk3qO81s doesn't work; successfactors input page is redundant.

[ValueStocker @ValueStocker]

Anyone know what happened to https://t.co/snL4jmD2o0? #gamesheep. It seems to have been rebrandedd as https://t.co/lkJWSv7tVN a girl game site. Can anyone recommend a similar Texas Hold'em poker site I can join? Thanks.

[ValueStocker @ValueStocker]

$POL The knee-jerk selling is over and people are figuring out that the company is pushing for a sale in the next 6 months. I’m looking for 5+ baggers on both the shares and warrants. Possible buyers: $HD $LOW $AMZN $W Not $WRL

[ValueStocker @ValueStocker]

@RtWinvestor @kingdomcapadv Gonna get sold. Read filings.

[ValueStocker @ValueStocker]

$POL looking for a buyer! Per today’s 8-K, Interim CEO Bunka has a 6-month term unless extended. He gets a big weekly salary and a $2,187,500 bonus (!) if during the term he consummates a Change of Control – i.e. he gets paid big if he sells the company in the next six months!!

[ValueStocker @ValueStocker]

I think $POL is going to get sold, and quick. Likely the new Private Equity CEO is getting paid in stock and may be buying into the business at current prices as well. We should learn his compensation in the filing. PE guys make money on the company sale, and I bet that's coming.

[ValueStocker @ValueStocker]

@BuyandSold You have no idea if the loan is default. If it was they would have to tell us. Internal investigations go on all the time, including Audit ones. Delayed filings too. This is important, yes, but don't make statements you can support with facts. They are not in default.

[ValueStocker @ValueStocker]

Multiple of 7x on EBITDA suggests EV of $335mil which equates to $235mil equity value or $2.35 per share. PR suggests Audit committee work will be done this Fall. 2022 guide will be updated after financials (and likely Audit work) finalized, I estimate in 2-3 months. 2/2

[ValueStocker @ValueStocker]

$POL $GOED The selloff is overdone. Mkt cap now ~$100mil, Enterprise value ~$200mil. $POL guides 2Q22 revenue of $145mil – $150mil, up ~7%. Full-year 2022 revenue new (and lower) guide for growth of low DD% to about $600mil. EBITDA margins may slip from 9% to 8% or $48mil. 1/2

[ValueStocker @ValueStocker]

$POL $GOED in 8-K says some margin compression coming from inflation, etc. Repeats profitable growth. $44 mil cash 2nd qtr. Branding, builder, private label strategies working. FY guidance to be updated when financials are finalized, implying quick end to 12b-25 issue. 2/2

[ValueStocker @ValueStocker]

$POL $GOED a lot to like in press release after 12b-25 filing. Press release says 2nd Qtr expected revs of $145-$150 mil vs $141 mil YA and $152 mil first qtr. Company says low double-digit % rev growth this year - I think $600 mil vs $541 mil in last year 2021. 1/2

[ValueStocker @ValueStocker]

$POL $GOED expects some margin compression from inflation, etc. Repeats profitable growth. $44 mil cash at June 2022. Hitting branding, builder, private label goals. 2022 guidance to be updated when financials are finalized, implying quick end to 12b-25 issue. Lot to like. 2/2

[ValueStocker @ValueStocker]

$POL $GOED Good news in follow up press release after tonight’s surprise 12b-25 filing. PR says June 2nd Qtr expected revs of $145-$150 mil vs $141 mil YA and $152 mil first qtr. Says low double-digit % rev growth full year 2022 - I estimate $600 mil vs $541 mil in 2021. 1/2

[ValueStocker @ValueStocker]

$POL $GOED expects some margin compression from inflation, etc. Repeats profitable growth. $44 mil cash at June 2022. Hitting branding, builder, private label goals. 2022 guidance to be updated when financials are finalized, implying quick end to 12b-25 issue. Lot to like. 2/2

[ValueStocker @ValueStocker]

$POL $GOED Good news in follow up press release after tonight’s surprise 12b-25 filing. PR says June 2nd Qtr expected revs of $145-$150 mil vs $141 mil YA and $152 mil first qtr. Says low double-digit % rev growth full year 2022 - I estimate $600 mil vs $541 mil in 2021. 1/2