Post by
wagyusteak on Jun 22, 2021 1:45pm
Wildbrain Spark?
How do you value Spark as a standalone bussiness? How much will you pay for it?
Comment by
Andrew1111 on Jun 22, 2021 2:22pm
Its too integrated to treat it as standalone. But really great for brand building/awarness, marketing, analytics and IP development.
Comment by
wagyusteak on Jun 22, 2021 2:38pm
I'm looking at Moonbug to estimate a rough valuation. They raised $120mil last year to acquire cocolemon and Blippi. So far they have raised $265mil since 2018. Apparently, they are the biggest kid channels on Youtube. So, if we compare between views, subscribers then Spark should be trading near their valuation (a bit lower, pershap).
Comment by
Andrew1111 on Jun 24, 2021 3:45pm
So, has your modeling on WILD changed? While I don't know why the price has fallen apart, I've been loading up on quite a lot of shares.