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Strategies & Market Trends : Low Price/Cash Ratio Value Stocks
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To: Elroy who wrote (1475)10/21/2011 9:02:12 AM
From: Jurgis Bekepuris  Read Replies (2) of 1931
 
Profitable companies seldom trade below cash value. GRVY is trading at about 1/2 of their cash position.
...
Nevertheless, a profitable company with $60m cash and a market cap of $32m? Maybe the do execute on Ragnarok 2 - then what?

I'm not arguing with you. I own a position. :) If they execute, the stock might go up 2x-5x from here. I am just pointing out that not everything is rosy. ;)

I looked up PWRD - they have about $420m in cashlike instruments, and a market cap of $620m. PWDR's market cap would have to hit $210m to have similar value (just measuring cash) to GRVY.

None of them are selling below cash. But all of them have big successful products, a real pipeline of games and great FCF. Which GRVY does not really have. ;)
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