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@MaiusPartners The company has ~4m of net cash, but is being sold for only ~3m? Isn't this balatant robbery of shareholder values..? Do people believe that the company deserves negative EV..
@beachbumcapital What do you think of the name now? A lot has happened.. stock price halfed, very painful.. some say the deal would bankrupt the company, as they can't bear the added burden of this deal.
@ScolopaxCapital What do you think about the valuation currently? Market seems only willing to give ~7x EV/EBITDA vs. the 13x number. Will this change anytime soon?
@artemicmusic@paulcerro It's expecting ~10% decline for the coming years, so no not gonna make $424mm/yr, rather $220-250mm/yr, meaing PE of 8, not very attractive at all.
@paulcerro@TMTLongShort@CTstarski Half of supply chain already moved from China to SE Asia. Ideal solution is SE Asia, VN, Cambodia etc. crack down on transporting, eliminating trades from China and replace it. Reshoring and replacing China both need time, diff is the latter needs mths, the former needs yrs..
@paulcerro@valuemaverick1 China has hs been simply transporting from SEA and Mexico. They do rely very heavily on selling to the USA. This is why Trump admin came up with this deficit linked tariff. Trump teamโs execution is disastrous but the rationale is easy to understand.