{ "media_type": "text", "post_content": "$SPTN - can I get a sanity check on this small company. Works in food distribution, consistently growing revenues every year. Steady operating cash flow increases 4 years. Took lots of debt in 2019 to buy more facilities. Each facility is becoming more profitable. Seems like entire industry is low multiples mostly due to fear of ALDI/AMZN. ok cool but AMZN took warrants with $SPTN for 10% of company in oct 2020. Looks like AMZN success = their success. Covid was great for grocers", "post_id": "606e6308dbaea900238280af", "reply_count": 3, "vote_count": 1, "bowl_id": "5acc42208c6b52001375e11e", "bowl_name": "Option Traders & Investing", "feed_type": "bowl" }

$SPTN - can I get a sanity check on this small company. Works in food distribution, consistently growing revenues every year. Steady operating cash flow increases 4 years. Took lots of debt in 2019 to buy more facilities. Each facility is becoming more profitable. Seems like entire industry is low multiples mostly due to fear of ALDI/AMZN. ok cool but AMZN took warrants with $SPTN for 10% of company in oct 2020. Looks like AMZN success = their success. Covid was great for grocers

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But won't last. I still expect probably a flattish year. If inflation happens, grocery stores win. Seems like no reason this shouldn't be at a 15x multiple by year-end. Slow easy grower with AMZN upside. Looking at past price and past situation I just don't understand how it's at half it's precious price when everything is better and trending up. At 5-6x EV/FCFFO they can easily buy back shares, pay debt, keep dividend (4%) which they have been doing the last few years. This seems like a layup but I'm wondering if there is something I am missing.

Whose volume are they going to take from to grow profits? Cost takeout from buying DCs is going well, but need volume to continue growth. It’s a very established industry but you have some great data points. I’ve thought Kroger is also a deal (or it was a couple months ago).

Margins are super low and likely won't grow much. However, their cash flow has been very strong and steady. 180m on an average year's cash flow vs 700m market cap and 500m debt. That seems pretty reasonable to me.

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How many first year analysts here started as interns? What did you guys do to get those jobs?

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test on 1.1.5!

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Do you see this post? 12:59am

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Post without company

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Not crashing anymore.

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Post new user

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Первый смартфон Mi1 был анонсирован в августе 2011 года. Он поставлялся со встроенной прошивкой MIUI, основанной на Android, совмещающей фирменные стили Samsung TouchWiz и Apple iOS. Также существовала версия устройства с чистым Android. В августе 2012 года Xiaomi анонсировала смартфон Mi2. В нём был процессор Qualcomm Snapdragon S4 Pro APQ8064, 1.5 GHz четырёхъядерный чип Krait с 2 ГБ ОЗУ и графический процессор Adreno 320. 24 сентября 2013 компания объявила о продаже более 10 миллионов устройств Mi2 в течение 11 месяцев. Некоторые устройства Xiaomi производятся на заводах Foxconn, где производятся Apple iPhone и iPad. 5 сентября 2013 CEO Лэй Цзюнь объявил о планах запуска 3D-телевизора под управлением ОС Android с диагональю 47 дюймов, который будет собираться на заводе корпорации Wistron на Тайване. Также в сентябре 2013 Xiaomi анонсировала смартфон Mi3 на процессоре Snapdragon 800 (MSM8974AB) и версию на чипсете NVIDIA’s Tegra 4. 25 сентября 2013 Xiaomi объявила о планах открыть первый флагманский магазин в Пекине. В октябре 2013 Xiaomi стала пятым мобильным брендом в Китае[12].

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My company is now displaying!

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This is looking great!

Post to test

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But once again not posting

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New posts and

Ahh it is posting but into middle of feed as opposed to top.

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