Post by
1condor on Feb 19, 2024 6:10pm
Active User Growth....
Interesting how that positive news release on the active user growth barely moved the needle in the SP. That shoud have been good for a boost. Not a holder.
Comment by
Moogul on Feb 19, 2024 10:29pm
Seems odd to me this stock sp chart isnt bottom left to top right given their seemingly consistent numbers, a good thesis and great balance sheet. Of course tech and markets sold off in 2022 but I would've thought this name would have gone much higher (better than it has which isn't terrible but better). Anyways, hopefully that's the opportunity.
Comment by
1condor on Feb 23, 2024 12:57pm
Very nice consolidation at 7 dollars and would not expect much change until earnings are released. Managements latest news release on user growth basically gave the green light that earnings will be very good. Not a holder but may be looking to reenter the stock.
Comment by
Moogul on Feb 28, 2024 2:18am
Sequential q/q earnings growth may be a bit challenged by what seems to me, should be a negative forex hit in q4 (from a big 800k forex gain last qtr). So as long as they show sequential earnings growth stripping out the forex swing I think the stock will do well.
Comment by
Moogul on Feb 28, 2024 2:28am
Typo - 450k gain not 800k soo a little more doable.
Comment by
Moogul on Feb 28, 2024 2:52am
But may end up being an ~800k swing if there's a ~400k forex loss.