And 6G ships off course

@ragingbullcap With shares at $1.44 market cap is $183M (using 127m shares)and net cash $73M the enterprise is worth $110M. With your pro forma EBITDA of $30M, this would enterprise would be trading at less than 4x EBITDA, while growing adjusted gross margins 28% and being an industry leader?

@value_screener Depends also on your personal risk appetite.

What happened here mr Tepper? 😂

Unbelievable that everyone is sleeping on Edreams $EDR.MC. Just going to put this here. This should not trade at less than 8x ebitda. This should trade at 8x sales. Nobody is paying attention because it is a European company.

Buying $SDRL here at the 52 week low. Not the cheapest off shore name but pure play drillships (0 newbuilds unless rates go 800k+), net cash and big possibility this gets acquired into $RIG for shares and that would be a monster of a company. Off shore now 30% of holdings.

@aheyaday Thanks mate 👍

Too fucking diversified already but would really like to add $ACIC, $CBL and $CZR (actually put in an order for leaps but was not filled when stock was at 31 because i low balled a bit too much). Hmm

@xom2theMoon David doesnt like to get up early

It will be QVC’s holy grail to lure them to their App where they control all the trafic.

@BeardoTrader $QRTEA 🫡🫡