Falling Knife Cap

Securities Analyst. not investment advice

[Falling Knife Cap @mac003_c]

@JRyan_1981 how do you value it and does buyer elect to wait or go now?

[Falling Knife Cap @mac003_c]

@JPSInvestments @taketheLearly they geting pinched on these recut theater deals and softer advertiser demand?

[Falling Knife Cap @mac003_c]

yeah i guess you could own it if your fine with - they are probably going to take it to the expert market where shareholders get stranded for an unkown period of time (99% of investors can't buy it), but they do probably takeout the rest down the road and hard to see that price being below current, but definitely assume they buy it for much less than what its worth. And maybe slight chance they dont take it expert and marginofdanger is mostly right and this move was to expand the business $MAPS

[Falling Knife Cap @mac003_c]

@one_foothurdle @ToffCap i get to a double 8x24m for DIS, 7x14m for comparison and 20m for search

[Falling Knife Cap @mac003_c]

@kingdomcapadv unique asset there, dont see Bostonians stopping chatting sports anytime soon “Hey this is Pat from dot, first time Callah long time listenah”

[Falling Knife Cap @mac003_c]

Even if you want to give them a "pass" on deregistering the stock a couple weeks before the biggest sea change in the industry, i don't think you can ignore the clear major red flags on their character, putting out fake numbers on key metrics, tra and using it to block other suitors, clearly kitchen sinking numbers and talking the stock down like the world is ending. And imo they have clearly shown they want to own it all, they get it to the expert market then it can trade really low (even for only a short period) then they can buy at a "premium" from there. Could they be stringing you along then they move this to the expert mkt where 99% of investors cant buy the stock? $maps

[Falling Knife Cap @mac003_c]

@BDC_Analyst by waiting maybe he appeased both sides? taking this long allowed Martine to literally blow out of $1B+ stock so how mad could she be ha, soon rule on the right thing and better drug stays available and right legal decision gets made

[Falling Knife Cap @mac003_c]

@Uzocapital yeah can't underestimate perennial losers, question is when do then come back to take it out? prob trades around net cash on the otc, do they just do a deal in like 3 months and snag it, or try to drive it even lower then maybe tax loss season come it with 100% premium deal?

[Falling Knife Cap @mac003_c]

@jaysyoon like $hnrg here or think they blow it?

[Falling Knife Cap @mac003_c]

@sergimp16 @charlesbhutch Insiders own nearly 80% of the company, one would think that is skin in the game

[Falling Knife Cap @mac003_c]

@sskltd @Mike10947310 @SandyBrandyy why do you think stock getting no love?

[Falling Knife Cap @mac003_c]

@shanaka86 @TMTLongShort

[Falling Knife Cap @mac003_c]

yeah verified with their big customer who validated, project seems to have a lot of potential to move past the exploratory stage, and another independant industry expert said swiftech cooling tech is very solid, these guys have been at this for 20-30 years and wisely pivoted from b2c to b2b and dc cooling if they can use their very real domain expertise to capitalize on this then r/r income could go from $2m to a multiple of that… and get a multiple… vrs 8-9m mkt cap today,
agree seems improbable that cash and customer deposits stays the same q3 to q4, seems like a bonehead mistake by cfo. Thing is real tho, they aint out here to fake revenue and earnings to get the stock up, they dont care about the stock price in the interim imo - just capitalizing on dc cooling which they’re are positioned to do.

[Falling Knife Cap @mac003_c]

@RealYuvaraj does this McLaughlin have a plan or does he like throwing money away? $exfy

[Falling Knife Cap @mac003_c]

@MinotaurStocks are you convinced Ken sells it? agree should be solid bid(s)

[Falling Knife Cap @mac003_c]

@DanielCDrolet still thinking he squeezes in opinion?

[Falling Knife Cap @mac003_c]

@FissionChain what is the value of the license?

[Falling Knife Cap @mac003_c]

@Andre_AGTC $mlys

[Falling Knife Cap @mac003_c]

@Andre_AGTC buyer would wait vrs taking out now?