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SSKILLZ1

02/25/25 10:34 PM

#121692 RE: SSKILLZ1 #121678

BTMD

I brought BTMD At $4.38 average for a small position. I do admit this one has some negatives but I do think it has a great deal of potential as well.

BTMD had a solid q3 although I wouldn't use anywhere near .33 reported, I do think they earned close to .20 fully taxed in reality. I expect a similar if not better quarter in q4. Here's the thing That excited me Analyst estimates are at .92 for the next FY in reality if they come anywhere near that this stock is significantly undervalued. Of course that is a huge if. But what I like is the trajectory of growth here.


Revs
FY 24 197M-201M Estimate
FY 23 185.4M
FY 22 165.0M
FY 21 139.4M
FY 20 116.6M


As you can see they have a pretty good track record of growing revs, and I expect if anything growth rate to accelerate in 2025 in fact q3 revs are already showing signs of revs picking up again. I don't know if the .92 number can be hit, but I do Think they can easily post .75-.80 in FY 25. Which means the stock is cheap considering the pretty fast growth they are showing.

Now the negative here is the balance sheet, and that is why i plan to keep the position small. I like the stock and think it has tons of potential here at these low prices. Time will tell. All is just my opinion, and I could always be wrong though.
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SSKILLZ1

02/26/25 3:57 PM

#121731 RE: SSKILLZ1 #121678

SSKMP Trades

Sell 800 Shares of AVNS

Note that this is a fictional portfolio and is not a recommendation to buy or sell securities