WildBrain Ltd T.WILD

Johnny test is coming to Netflix July 16

[wagyusteak]

...

[Andrew1111]

Yeah, more solid revenue. The existing library on Netflix will be more valuable now too. This downward spiral is getting pretty unreal now.

[wagyusteak]

Still scratching my head try to understand what's going on? Will do my valuation again to make sure everything is still ok

[Nedward]

Well i'm still surprised we are above 2$ with last results. I would be surprised thst next Q beats estimate also. I'm a bit disappointed by spark growth, thought direct advertising would be scaling more.

[Nedward]

Management said spark should increase 50 % in Q4, which is bad imo. We only had 6.5 m for spark last yearcin revenue.

[wagyusteak]

It was in early May and they already got $9mil. Q4 2021 for Spark should be from $10mil-$12mil. Don't forget consumer products are growing too. People are spending on clothes, shoes,... like crazy.

[Andrew1111]

Even before the YT rules and covid, spark has never been a significant rev source. The guidance from the last quarter has indicated that they are on track to make it much more so. Also, the guidance from previous quarters was a significant debt turnaround coming very soon. WILD is on the right track, this current downtrend isn't rooted in reality.

[Alphaseeker1984]

There are a lot of reasons to like this company and its future, however the lack of public float & lack of institutional interest is going to require a lot of patience.  It is going to take major news to reverse the current downtrend and this is not expected until the next quarter results at the earliest.    This will be very frustrating over the summer, but that is what you get

[wagyusteak]

Agreed.