Post by
Andrew1111 on Oct 04, 2021 7:25pm
Investor day presentation
The presentation for tomorrow is here
https://investors.wildbrain.com/investor-events?cat=6
Comment by
bigbaddude on Oct 04, 2021 8:02pm
The targeted 15-20% cagr ebitda growth + 12-17% cagr revenue growth + upside for a breakout brand is very very attractive. Much more aggressive than analysts' current estimates.
Comment by
wagyusteak on Oct 04, 2021 8:05pm
Oh boy, it's huge. That's only the base case.
Comment by
wagyusteak on Oct 04, 2021 8:19pm
With upside optionality consumer product breakout like peanuts, strawberry shortcake, teletubbies or sonix, the growth will be much much more than that
Comment by
Pirmin on Oct 05, 2021 10:38am
Eric said that ther 15-20% growth production is supported by contracted deals and something like "highly vetted" prospective deals so they seem to be solid on that growth and are now swinging for the fences with the optionality of brand breakouts. Strawberry, even with $250m in retail would drive EBITDA significantly higher than the base guidance.
Comment by
Andrew1111 on Oct 05, 2021 11:52am
Pretty good presentation today. The recovery back to profitability and value is in high gear right now.