RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Sonic 2 $140M worldwide box officeGive your balls a tug...my temperment for risk is quite high. I own quite a bit of this stock...and as a result I am focused on what is happening across a broad set of considerations. I have commented on a few which I put in more basic format:
1) Spark is not growing at the rate of the competition and is therefore losing value.
2) Strawberry Shortcake is a disaster....no trangible metric shows otherwise (YouTube views, Roblox users, etc...).
3) Debt servicing is getting more expensive and revenues are not growing fast enough to offset thie growing cost.
4) The break-up value of the company is greater than the current value and the synergies between the assets are not generating meaningful returns.
4) Share price is falling and management is not buying.
Peanuts is not doubt a success. Sonic might be a success. No doubt the company is in a marginally better place than 2 years ago...but not where it should be.