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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (62795)11/2/2019 4:17:35 AM
From: Nya_Quy2 Recommendations

Recommended By
E_K_S
The_Commodore

  Read Replies (2) of 78450
 
GME and TLRD. I've no interest

A couple months ago I bought some shares in the former for approximately EV/FCF = 5x or $3.80/share. Plenty of cash so almost no net debt and at a cyclical low. It has "$238 mln repurchase capacity remaining under the share repurchase program" while having a market cap of about $530 mln (90 mln shares outstanding after a prior $62 mln buyback round in July 2019). Peak cash flow is expected after the new generation of consoles come about in Q4 of 2020 which is amplified by planned cost-cutting and closure of under-performing stores. However, assuming that at that peak that cash flows will increase to merely the average over the mediocre period '16-'19 AND that no share buyback will be happening, its commons should be worth around $15, so there is a margin of safety here. Around Q1 or Q2 of 2021: "EXIT G(A)ME".

Nya
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