There's Value in Entertainment for the next Decade+It's exciting to watch the re-birth of this business as we enter Endemic.
Commodity prices are strong, Alberta economy getting stronger by the month, GH completed major renovations and upgrades right before the Sun thaws the lands and people seek sociable entertainment.
GH being relatively small in market capitalization compared to most TSX favourites, reminds me of a time when Canadian Oil Sands Trust was completing a multi-year capex plan that would position the business for minimal capex and increased distributions for unitholders. COS at the time was undervalued because nobody was interested in income trusts yielding 2% while peers were yielding 6-10%. GH is in a similar spot today. Low-yield but quietly building, improving, trimming debt, reducing shares, hiring team members and readying the ship for roaring of demand from regional customers.
Our resident Canadian Warren Buffett, TLV, has been patiently pointing us value hounds in the right direction. We can see GH's ability to pay $0.06 per month. Just gotta sit still, wait for ship's sails to catch those winds of prosperity. Wasn't long ago we were counting Covid stats and poking at Nukester for his wild bullishness.
There's a tidal wave of dividends building. It's massive! Way out on the horizon! Only the trained eye (or GH message board reader) can spot it early. Going to catch many a speculator by surprise.
The stability of GH's business and its leadership will make this stock a prized catch for those who seek steady FcF generation. Stock will look cheap at $12 in the next 24 months.
I'm excited for the days of BNN experts forced to contact the Kasking directly when they realize that Gamehost is a stock they desperately want to own in their income portfolios.
Might be time to upgrade to the Kas-Kingpin!
He just may sell us a few scraps at $20
