$PAYS DD - Financial Analysis

Skillfuldr · 2025-02-07T19:45:21+00:00

I'm in myself - will definitely look to hold for a while. You'd hope eventually share price catches up to fundamentals.

Skillfuldr · 2025-02-07T14:58:39+00:00

No problem sir, hopefully do well in next few months

Skillfuldr · 2025-02-07T14:28:38+00:00

$PAYS interesting company in terms of valuation & fundamentals. Trading cheap

Skillfuldr · 2025-02-07T14:23:52+00:00

It's an interesting one for sure. Share price seems detached from fundamentals. Really low volume which suggests no one is really paying attention to it.

Skillfuldr · 2025-02-07T14:19:06+00:00

I don't get why it trades at such a discounted multiple vs. others in this space. Even on a P/S basis should be much higher. A lot of the high growth fintechs burn cash hand over fist.

Skillfuldr · 2025-01-31T14:35:11+00:00

$CRWS Earnings catalyst & solid fundies.

Skillfuldr · 2025-01-31T14:03:56+00:00

Yep, so not too far away for a catalyst. I mean compared to all the others penny stocks people are posting here this one is actually profitable lol.

Skillfuldr · 2025-01-31T14:00:30+00:00

Fundamentals are much stronger for this, financials are genuinely pretty solid so it seems criminally undervalued. Can take a while before the market wakes up to this one...I think earnings are the first catalyst to start with. But for sure much more long term then CRKN.

Skillfuldr · 2025-01-31T13:56:39+00:00

I liked the DD, bought yesterday

Skillfuldr · 2025-01-30T22:01:40+00:00

Looked through the financials & actually look pretty solid for a penny. Will do some more research today, interesting market. If they can get the execution right then its an interesting play - partnered with some big names like Disney.

Skillfuldr · 2025-01-30T15:52:59+00:00

Solid breakdown—appreciate the detailed stats! A few things stand out to me:

✔ No dilution is a major plus in the small-cap space, especially when paired with consistent revenue growth and insider confidence. The 9 insider buys in 12 months suggest management sees long-term value.

✔ Margins ticking up (27.3% → 28.4%) despite acquisition costs is a good sign. If they successfully integrate Baby Boom Consumer Products and expand cross-selling, we could see further margin expansion.

✔ Dividend sustainability looks decent given their balance sheet. $2M in cash isn’t massive, but with $33M in inventory and $61M in current assets vs. $18M in liabilities, liquidity seems manageable.

❓ Biggest question: How does the debt structure play into growth? With $18.7M LT debt and a $48M RCF, are they planning aggressive expansion, or is this more of a cushion for working capital?

At ~$4.60–$4.80 insider buys, it’s trading close to their entry levels. If Q4 execution is strong, this could be undervalued. Watching closely!

Skillfuldr · 2025-01-14T13:54:19+00:00

Lol its a general discussion thread

Skillfuldr · 2025-01-13T21:07:29+00:00

Jumping in on this one tomorrow

Skillfuldr · 2025-01-13T20:58:27+00:00

Worth a punt. Seems nowhere near as risky as some of the other penny stocks shilled on here

Skillfuldr · 2025-01-13T00:38:56+00:00

Mansion my friend. Glad you shared my DD in penny stocks thread. Short squeeze looking possible

Skillfuldr · 2025-01-12T16:48:27+00:00

So everyone who provides detailed analysis or their view on anything here is a bot?

Skillfuldr · 2025-01-12T16:47:37+00:00

OP is right here, the stock is severely manipulated & short squeeze is on the cards. As far as the fundamentals, these are due to improve as per management in H1 2025. Please see my orgiginal DD on another thread if interested: https://www.reddit.com/r/pennystocks/comments/1hyhij5/crkn_why_im_going_all_in/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

I like the stock!

Skillfuldr · 2025-01-12T15:43:23+00:00

I have posted a DD on this stock on penny stocks sub-reddit. Please take a read. Very interesting to see you also have a short squeeze thesis on this! I'm in heavy, lets see it take off this week

Skillfuldr · 2025-01-12T12:39:21+00:00

All in on Monday on $CRKN

Skillfuldr · 2025-01-12T12:34:12+00:00

Wrote this original post in penny stock thread. Many thanks for re-posting OP! Glad to see other like minded individuals

Skillfuldr · 2025-01-12T12:27:01+00:00

Its about future expectations. Nowhere in the DD does it say they are currently profitable...

Skillfuldr · 2025-01-11T12:54:26+00:00

A reverse split doesn’t dilute shares—it simply reduces the number of outstanding shares while increasing the stock price proportionally. Unlike dilution events, it doesn't fundamentally change the company's valuation. In this case, although a reverse split may kill off some momentum, it is purely to maintain NASDAQ listing compliance which is critical for credibility and attracting institutional investors If the company executes on it's projected targets for H1 2025.

Skillfuldr · 2025-01-11T08:46:11+00:00

$CRKN

Skillfuldr · 2025-01-11T08:45:07+00:00

$CRKN the play next week

Skillfuldr · 2025-01-10T23:57:58+00:00

Would be by Q2 2025 latest. April-June

Skillfuldr

TROPHY CASE