WildBrain Ltd T.WILD

Analyst cuts

[Alphaseeker1973]

Every analyst on the street cutting the stock price yesterday and today.   The CEO has effed up royally and has generated absolutely no confidence the overspending on growth will yeild any returns.   Effing joke of a company!

[Lazaros]

Why are you even investing? Emotional people should stick to ETFs. You are obviously losing your mind owning this stock...is your loss so big you can't sell? Ever heard of the sunk cost fallacy? Sell and get out. Some of us have a good ACB and don't have the same feelings as you. It all depends on what you paid.

[wagyusteak]

He's a naked short-seller. Just here to spread fears and fake information

[Alphaseeker1973]

Nope...just do niot have the blinders on with regards to this inexperienced management team that is making this story worse than when they took over.   Notice that they spent $1 for every $30 cents in additional EBITDA?   Notice the US$ denominated debt soaring?   Notice the liquidity risk that is rising?  Notice that they only have 1 property that is performing

[Andrew1111]

Whatever. If you were as invested as you say and as disappointed with the direction its headed, ie you're certain its going below $1 blah, blah, blah then why haven't you sold your position? You've had countless opportunities since you started posting here, you sound like a short seller.

[Alphaseeker1973]

Love the personal attack without addressing the many issues I have laid out.  How do you explain the increase in SG&A from $80mm to $104mm with an increase in EBITDA of $5mm (or $10mm adjusted)?? Getting back 20 or 30 cents for every dollar invested??   How do explain the salaries which have risen from $47mm in 2019 when the generated $78mm in EBITDA to $80mm in 2022 where they

[wagyusteak]

Page 88 answers your questions: https://filecache.investorroom.com/mr5ircnw_wildbrain/851/WildBrain%20Investor%20Day%20October%202021.pdf CP doesn't kick in until 1 or 2 years after launching an IP. You have to lay out money for preparation of launching products. Peanuts was with apple since 2018 but its CP was not growing until recently (2021-2022). Same thing will happen to Sonic. It

[Andrew1111]

Yeah, thats the whole thing about animation production, the initial phase of development is long and expensive. For shows like Peanuts, Sonic or SS, seasons after the first are typically more profitable due to existing pipelines and assets.

[Lazaros]

Respectfully Alpha, if I ignore the emotional part of your argument and just focus on what you're saying, I can agree in principle. I also would prefer Eric to care more about the debt and financials to at least gain a little more love from the street.