Post by
MrMugsy on Mar 25, 2021 2:00pm
Cash Value ...
As discussed yesterday, should look at cash value here ...
(A) As per the company today, $392,225,000 in cash and equivalents = $3.04 per share. That's the money-in-bank kind of number.
(B) I like to look at all financial assets (short/long) and in this case, that also includes the difference between Receivables and Payables as I expect they will recover the difference and bank it. That gets us to $5.11 per share. At this price the ROW is free.
(C) I also like to look at paying off the loans and seeing how much of the financial assets remain ... $4.73 per share.
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So ... as far as I'm concerned ... you're still getting a ROW in development for free when you buy at or below $5.11. Just my simply view.
Cheers
Comment by
EbbFlow88 on Mar 25, 2021 2:33pm
I agree. I've been thinking about it in a similar way. The conference call was great too. Seems to be much more clarity and a plan of action. I really like this management team. I last bought at 5.08 and i'm pretty well at my full position. Excited to see how this story plays out and GBT is built.
Comment by
Chianchin on Mar 25, 2021 2:59pm
GBT lost a lot of money, purposley MNGT did not break the numbers down. The market knows So they paid 400 M for GBT and what is worth now that it continues loses money almost two Years later? $0 or minus zero as a liability to keep. Only the cash is keeping this fallen kinight limping soon to crawl. Again when is MNGT saying Adios cabro nes
Comment by
schocor on Mar 25, 2021 3:29pm
Gbt is worth less than zero? Who is going to take you seriously with statements like that?
Comment by
Chianchin on Mar 25, 2021 4:16pm
The market as it stands now does not credit any value for GBT. Do the math $400 M in cash plus few good licences/assets plus ATE = $5 bucks more or less. With respect I suppose the math is not your gift? For How long does a company keep pumping/subsides good money into a pig and a poll bottomless pit. Welcome to Latam
Comment by
MrMugsy on Mar 25, 2021 4:53pm
No one takes Chi-Chi seriously. That's why he's on most people's ignore lists. Gone from broken english to Spanish as a second language. Looking for attention. : )
Comment by
Stockoman1 on Mar 25, 2021 7:47pm
Chi-Chi on ignore,? Good idea !
Comment by
Chianchin on Mar 25, 2021 9:35pm
Since you all are so smart, about doing a reverse calcualtion for how GBT lost in the last quarter? Gud Did not provide "interesting" that but I am curious if you know it. It is very simple to do it. Do the math and tell it to this forum
Comment by
Benedict16th on Mar 26, 2021 6:20am
I have been reading the shi t show, This company will be taken if as soon prospect are turning arround for a song and a dance with the money it has in the bank. Have you wander why they are not investin and or pay a dividend? Happy to be out and all good luck to bag holders
Comment by
Benedict16th on Mar 26, 2021 6:35am
Error "will be taken out privately by GUD management" all in with ATE and happy. The only place me - mug agree. Nothing ELSE
Comment by
Benedict16th on Mar 26, 2021 11:20am
Comparing apples and oranges. ATE never had the luxury of 800 M in cash. The future gowth of ATE as it stands now is tell fold of GUD for the next three Years. GUD would have to appreciate 100% just to be at par from $10.70. As per ATE I got in at the right time in the past Year. Up 80%
Comment by
MrMugsy on Mar 26, 2021 11:51am
Don't draw it out Benny - exit with pride. We don't need your anger driven stories just like you don't need our positive approach to investing. Adios Amigo !!! or will it be ... Hasta Manana !!!
Comment by
Benedict16th on Mar 26, 2021 4:33pm
Anger? I no longer own it. After 10.70 .$.40 up is a dead cat bounce as the huge loess are the same. As predicted how much GTB lost 30 M or more in the last quarter?
Comment by
Golddetector on Mar 25, 2021 4:17pm
I will go with your logic of sp say it all. If investors did not like the progress of the company why sp went up? Ok tell me one useful thing did you cover your short position? You might not see these levels again you better Harry up.