CARDLYTICS INC CDLX S

March 15, 2020 - 12:07pm EST by

member

						2020	2021
Price:		50.89		EPS		0	0
Shares Out. (in M):		29		P/E		0	0
Market Cap (in $M):		1,476		P/FCF		0	0
Net Debt (in $M):		-105		EBIT		0	0
TEV (in $M):		1,371		TEV/EBIT		0	0
Borrow Cost:		General Collateral

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11	member 8/14/24 5:31PM Re: Re: Re: Re: Update 10
Do you have a good sense how to model out the potential earnings from PAC? Is the simplistic way to think about earnings from GAC as $95/3? Thanks a lot view available tags
7	member 6/25/24 5:07PM Update
Since its recent high of roughly $8/sh in late April, ARQ is down about 35% to about $5.30. With 36M FD shares outstanding and assuming $60M in net debt at the high point, we're looking... login to read the rest view available tags
4	member 4/12/24 1:15PM Re: Congrats! 3
Thanks this one I think is pretty low risk (even at $7.50) because we have an EPA mandate, it's politically hard to argue against safe drinking water, and there just isn't enough supply of GAC... login to read the rest view available tags
2	member 4/11/24 5:25PM Update
I apologize for the radio silence on this name. I have 2 updates: 1) Earnings https://ir-api.eqs.com/media/document/277337c8-685d-4136-b857-6fb081fff17c/assets/Arq%20Q4%202023%20Earnings%20Presentation%20_vFinal2.pdf?disposition=inline On 3/13/24 ARQ reported a surprisingly strong 4Q23 with EBITDA of $7.2M (vs $-1.2M in 4Q22 and +$0.9M in 3Q23) on $28.1M... login to read the rest 1 view available tags
1	member 11/11/23 9:47AM earnings call
what are your thoughts on: 1.However, year-to-date revenues were down due to lower sales volumes influenced by decreased natural gas prices. 2. The first phase of this expansion is expected to conclude by the fourth quarter of 2024,... login to read the rest view available tags

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