Sunday, March 10, 2024 4:46:50 PM
Danone might not happen at all since it may be not so advantageous for the company
Revenues will be lumpy for another 2-3 quarters
RTDs is the real money maker that allows them to be cash flow positive
Toddler category is small
Hedge funds manipulate the stock
Expect more dilution
Serious investors still not convinced about their performance
Considering that market is forward looking, is the next dilution already baked in the stock price now?
Considering that they have been able to capture more than 1% of the toddler TAM so far (15% of $5.5B in NA)
$5.5B *0.15 = $750M * 0.01 = $7.5M
Does the market think they will be able to capture 1% ( around $220M) revenues of the $22B children RTDs category and consequently 1% of the $40B Adult RTD TAM ($400M)?
Stock is valued at $35M entering respectively a $22B and $40B addressable market - is this extremely undervalued?
Recent BABYF News
- Nutrition Firm Expanding into the Fast Growing Kids Market • AllPennyStocks.com • 08/03/2023 04:00:00 PM
Cannabix Technologies and Omega Laboratories Inc. Provide Positive Developments on Marijuana Breathalyzer Testing • BLO • Jul 11, 2024 8:21 AM
ECGI Holdings Enhances Board with Artificial Intelligence (AI) Expert Ahead of Allon Apparel Launch • ECGI • Jul 10, 2024 8:30 AM
Avant Technologies to Meet Unmet Needs in AI Industry While Addressing Sustainability Concerns • AVAI • Jul 10, 2024 8:00 AM
Panther Minerals Inc. Launches Investor Connect AI Chatbot for Enhanced Investor Engagement and Lead Generation • PURR • Jul 9, 2024 9:00 AM
Glidelogic Corp. Becomes TikTok Shop Partner, Opening a New Chapter in E-commerce Services • GDLG • Jul 5, 2024 7:09 AM
Freedom Holdings Corporate Update; Announces Management Has Signed Letter of Intent • FHLD • Jul 3, 2024 9:00 AM