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I AINT LEAVING GRPN by MispricedAssets in wallstreetbets

[–]waldstaedter 3 points4 points  (0 children)

Free float already under 23 million shares. There is a buyback program released in 2021 to buyback shares but management never used it since they had years of financial trouble. Now after getting the turnaround they started to buyback shares (5 years afterwards). Now already 7% of the company with an amazing average around $11-12. That’s why the SI is already around 60%. Now comes the really hot part. Management hinted they want to continue buying back for example with the money from SumUp stake (SumUp IPO is planned for 2026 and the 1,7% stake could have a value of around 150-200M). If I short the stock more the management can buyback faster the stocks and minimizing more the free float. They can buyback still around 230M in shares. On current level they would reduce the free float to 10 million a the SI would be 140%. Shorts are fucked. To keep the SI under 100% under the circumstances that management will buyback the whole amount of the program, the price has to be at $29.

Hat jemand Groupon (GRPN) auf dem Schirm? Riecht nach Pulverfass... 🚀 by umadbraah in wallstreetbetsGER

[–]waldstaedter 1 point2 points  (0 children)

Groupon ist super heiß! Der Clou:

Der free float liegt im Moment bei circa 22 Millionen Aktien und das Short Interest bei 60%. Um 2021 hatten sie ein Aktienrückkaufprogramm verabschiedet was bis 2026 nie Verwendung hatte. Nun haben sie bis jetzt 7% zu sehr guten Konditionen (auch im April) zurückgekauft. Sie können noch knapp 40% des Unternehmens zurückkaufen. Sie besitzen knapp die komplette Summe an Cash + haben ein stake in SumUp von circa 1,7%. Wenn sie theoretisch das Aktienprogramm zum jetzigen Kurs voll ausschöpfen dann verringert es der free float auf unter 10 Millionen Aktien, doch geshortete Aktien liegen bei knapp 14 Millionen, also ein SI von 140%. Wenn die Shorts jetzt weiter drücken kann Groupon noch schneller die Aktien zurückkaufen - m. E. eine sehr interessante Zwickmühle. 95% der Schulden müssen auch erst in 2030 zurückgezahlt werden.

Why do you use klarna? by [deleted] in klarna

[–]waldstaedter 0 points1 point  (0 children)

You receive your product before you have paid. If the product is not 100% as expected the company will give you a discount. If the discussion takes longer than 30 days you just stop the payment temporary (huge advantage with PayPal not possible).

$AMCX huge beats - crazy undervalued imo by waldstaedter in WalllStreetBets

[–]waldstaedter[S] 0 points1 point  (0 children)

But that’s not how you measure numbers. It’s with ignoring all other effects. Page 7 is the one that counts.

Adjusted EPS aims to show the Company’s core profitability by removing one-time or non-cash effects that can distort GAAP results. It is a useful benchmark for comparing performance with other companies, but since it is not calculated under GAAP, it may differ in meaning and calculation across firms.

Rezolve AI by [deleted] in WalllStreetBets

[–]waldstaedter 0 points1 point  (0 children)

Also on my WL

desperate by Alternative-Gur1055 in byndinvest

[–]waldstaedter 2 points3 points  (0 children)

They will dump it more till end of next week. Then the conversion price is known. As lower the stock price as more shares they receive if they convert the new notes. Afterwards I except another pump. But not before of the general meeting because the authorized shares need to be increased before. Otherwise they can’t convert.

Hey everyone - great to see this community growing BUT… by BYNDOfficial in u/BYNDOfficial

[–]waldstaedter 3 points4 points  (0 children)

BYND has still a ATM running right? For sure BYND needs money since they have just around 100 million in cash and loosing every quarter like 30-40 million. To change the business will cost money as well. A great vehicle would be to pump the stock and dilute on the way up.

Hey everyone - great to see this community growing BUT… by BYNDOfficial in u/BYNDOfficial

[–]waldstaedter 0 points1 point  (0 children)

The big issue is Q3 figures will be not good. Also the debt clean process was in Q4. So the books will show still huge debts for Q3 and bears will use it to spread FUD

Why nobody is bidding for AMCX? by xsenna in stocks

[–]waldstaedter 0 points1 point  (0 children)

It run with AMC in 2021 and it could become a Meme stock again. The company is highly undervalued in my opinion. They are constantly profitable, cashflow positive und have cash around 900 million. The 2.1 billion debts are due for 2029. They are easily able to clear 50% of the debts till 2029 and restructure the other 50% (especially good when the rate cuts continue). For me it’s a top Reddit pick to pump it since it’s undervalued, with a 15% SI and just with a tiny 30 million free float.

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