You’re comparing Pizza Hut’s enterprise value multiple to $PZZA equity value.
A $47 per share offer implies roughly $1.55B in equity value. After adding $727M of net debt, the implied enterprise value is about $2.3B, or roughly 11x–12x EBITDA.
Seriously, what math gets you there? Round numbers - PH ex china $300 mil operating income at $1.5 billion is 5x. $PZZA “adjusted” EBITDA $200 mil at 5x $1 bil. Except PH deal was all cash (EV) so back out $727 mil in debt and you get to a stock of?
One hard truth about IPOs nobody wants to hear:
"It's going without me, I gotta get in NOW."
That's the sentence that traps you for years.
Right now through November: wild moves UP. Low float, FOMO, scarcity premium. People will chase it
SpaceX seems to be draining the entire US stock market right now.
The S&P 500 is down -0.38% today, wiping out $240 billion.
The Nasdaq is down -0.52%, wiping out $200 billion.
But $SPCX is up 8.71%, adding $220 billion in a single session.
Every dollar flowing into SpaceX is a dollar leaving every other index.
@tpenegor33 If Earth Capital is willing to raise its offer to $55–57 per share, $PZZA shareholders deserve a serious evaluation of that opportunity. Don’t let potential value slip away.
In my view, the best outcome for both the company and its shareholders would be to engage with Irth and negotiate the highest possible take-private price.
If Pizza Hut takes meaningful share from $PZZA, I wouldn't be surprised to see the stock re-rate lower by 25% or more. Competing against a stronger Pizza Hut will be challenging.
A stronger Pizza Hut following the acquisition could put significant pressure on $PZZA. If market share starts shifting, a take-private transaction may become the most logical outcome.
One of the most explosive setups I've seen since...
We nailed:
$IREN at $10
$NBIS at $40
$AMPX at $9
$FLNC at $10
$CIFR at $7
$ONDS at $2.65
$BITF at $1.25
And now I’m seeing another one building in $CRWV
This setup is getting very hard to ignore.
Full chart levels posted for subs 👇
Cant ride trends? I will fix it for you.
1. Go on a monthly chart
2. Look for a monthly base, trendline touch
3. Enter the breakout
$RDDT gave that to you at 140. And it is very early in the session.
After Google, Meta, Microsoft, and Apple, this may be the next company sitting on a goldmine of human data.
If you had invested $1,000 in $Wen 21 years ago, your position would still be worth about $1,000 today.
What an incredible achievement. What a great company. 🤡
To the management of $PZZA,
Please don’t lose this deal! $47 is a fair offer, but I genuinely believe the company is worth more. There’s strong potential to see the price reach the $52–$55 range, so I hope all options are carefully considered before making a final decision.
$PZZA What has changed since the $60 offer disappeared?
I understand negotiating for a higher price, but now shareholders are being told that $47 from Irth Capital isn't enough.
If $60 wasn't good enough and $47 isn't good enough, what's the plan?
$PLTR
As long as the red line at $122.69 holds, I remain bullish on this stock.
My next target remains at least $240.
Positive:
$PLTR has managed to defend the upper trendline of the shown triangle so far.
But now, an immediate bullish reaction is needed.
IF this line breaks, my alternative scenario comes into play.
You can see that scenario in the second post of this thread.