Foren & Soziale Netzwerke zur FIRST COMMONWEALTH Aktie

 

4/2/25 :: VROCKSTAR :: NYSE:FC Solid co, but dip buy ONLY - been on my radar for about a year, but "rolling" over starting last quarter and estimates really got floored - so the "setup" from a financial POV such that we can *see* bottom and *have confidence* in mgmt "optimistic" speech is a stock you could buy - but honestly, at higher EBITDA multiple than NXT (which as you all know is my benchmark) on a small cap stock in this environment and where this type of service (training ppl inside biz's) is likely being tightened at the margin, especially "now", early in 1H25... i can't imagine if you don't own this you would want to be piling in. - if stock does pop, i'd guess larger holders use the liquidity to sell down/ adjust. if stock sinks... the incremental bid esp to the start to a new quarter could be limited. - but even on trough say $20 mm FCF on a cap of $320 mm, you're at >6% fcf "not bad at all". the only issue is whether you can believe it's $20 and on it's way back to $25 or $30 in '26. i just do