YANGAROO Inc V.YOO

Comparison to Destiny Media

[HisNoodlinessTheFlyingSpaghettiMonster]

Why does DSY trade at 10+ mil + market cap with similar cash levels and 300k EBITDA while YOO trades at 7.2 mil market cap with likely annual EBITDA of 1.4-1.6 mil?  Do people really distrust our management and tech that much?

PlanetURF, would like to hear your thoughts if you are still out there.

[tannin]

It's not a perfect mkt...which I like, offers opportunities, like YOO. Not related to doubts about mgmnt or tec imo. No one selling ! Wow

[HisNoodlinessTheFlyingSpaghettiMonster]

Small bid @ 0.175 - no sellers.  I know these are miniscule volumes...But as I said, the poor liquidity can be advantage if momentum builds.

[tannin]

Lack of selling suggests big holders have positive knowledge and small guys are optimistic. Might all disappear in a puff of selling, but only temporarily; I think it tells a lot about the future of YOO.

[HisNoodlinessTheFlyingSpaghettiMonster]

There appears to be a decent bid for shares at 15 cents. Hopefully there is a new floor of 14-15 cents as opposed to the dreaded 10-12 cent range of the past LONG while...

[NickMTL1978]

Guys, i have been a long time investor (2014). I've been following this thread quite a bit lately. I would say i would not be satisfied if the 'new normal' is 15 cents. I mean, the stock was selling at 20 cents back in 2014.  I think this stock needs visibility (analysts) and it needs to make a splash. Careful management has done well for the balance sheet, but the stock price is

[HisNoodlinessTheFlyingSpaghettiMonster]

I doubt we are going to 18-20x earnings until we show growth. Management was untruthful for all of  2019, dangling a promise of 15% ad growth all the way into the 4th quarter, and then failing in all regards (revs stayed flat). To me, that was highly troublesome behaviour and damages their credibility. The old CEO is out, new one in. Maybe that makes a difference in terms of the management

[NickMTL1978]

I understand what you are saying about the managment and their incapacity of meeting their targets. I guess what is giving me faith is that one of the largest investor (Sheperd Boone) is now on the board. If there is one guy that would gain tremendously from seeing the stock price go up, its him and his group. Since he is on board, they are talking about M&A, and Moss was shown the door

[HisNoodlinessTheFlyingSpaghettiMonster]

You are answering your own questions re: valuation. YOO operates in mature markets, so any growth will be them taking market share, and we will be priced as a value stock. From my research, radio is very stable and should show great resiliance, so I think revs are pretty safe. This is especially true internationally, so initiatives such as Africa are very important.  Awards revs should also

[tannin]

amazing that whoever's wants to acquire shares at 16 cents is still waiting. Where have all the sellers gone ?...(long time passing)

[NickMTL1978]

With the latest financial release, it would be hard to believe that long term investors would be willing to reduce their holding at this time. It took years for the company to become profitable, and now YOO has lined up profitable quarters quite frequently in the past 2 years. Even during this pandemic, YOO will post a record year. We must be careful though. The latest quarterly results are doped

[tannin]

Point made Nick, most of us wouldn't think of selling right now. Downside is zilch, serious amount of upside.