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Thread: Me Today MEE

  1. #81
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    Quote Originally Posted by tim23 View Post
    Not sure if the asset backing is entirely relevant in this case, maybe a property stock.
    Tend to agree with you

    The perceived value may be something different - depending on prospects, trading, new announcements etc

    Take for example Xero in earlier days, PPH up until recently, PEB up until recently, SPY up until recently

    There will be situations where NTA doesn't necessarily represent Enterprise or near to mid Future possible value

    What is the Blue Air component with SPK, or FRE for example - with SP at a good multiple of NTA, or is this value attributed
    on an established mature business to arrive at the premium ?

    All companies start somewhere at an earlier point, until the market assigns a different value, for whatever reasons
    Last edited by nztx; 03-08-2020 at 05:05 PM.

  2. #82
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    Quote Originally Posted by winner69 View Post
    It'll be a 10 bagger (from here)

    I'm in and I'm sure I won't look like a jackass (or stupid)
    I'm also strapped into this train. ETA for 10 bags? I give it 2 years.

  3. #83
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    Quote Originally Posted by STONKS_ONLY_GO_UP View Post
    I'm also strapped into this train. ETA for 10 bags? I give it 2 years.
    good luck with that, nothing really special here, lots and lots and lots of competition out there imho.

  4. #84
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    https://www.metoday.com/shop/supplements


    Some hefty discounts being applied (38%). Priced too high to start with, or just trying to entice people to make a purchase?
    Actually, checking lifepharmacy, and they are 50% off there.


    Regardless their skincare range is overpriced for what it is compared to established companies. Right now to me, at least, they come off as trying to be a pharmacy version of Aesop.
    There is going to be some serious red ink here for a while. Sitting on the sidelines with this one until the next capital raise.

  5. #85
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    Hardly a 10 bagger, maybe 1.5-2 bagger at best, skincare companies are like jam and chutney companies... multitudes of them... the only thing that MEE has is “The Star Power of Beauden” which I don’t rate that high

  6. #86
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    It all depends on if they can get the Becky's to bite, which I rate as highly probable. Never bet against Becky.

  7. #87
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    Further, the advertising campaign they have going right now is massive. See below some links from the Artist who does their billboards/art. Cut through plan looking good.

    https://www.instagram.com/p/CCVYVj_B..._web_copy_link

    https://www.instagram.com/p/CCVYEfMh..._web_copy_link

  8. #88
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    Hate to disturb the ramping but I’ve read their financials and “massive advertising “ is not feasible... at best they might get some guerilla marketing going. All the best to them but it’s a crowded market
    Quote Originally Posted by STONKS_ONLY_GO_UP View Post
    Further, the advertising campaign they have going right now is massive. See below some links from the Artist who does their billboards/art. Cut through plan looking good.

    https://www.instagram.com/p/CCVYVj_B..._web_copy_link

    https://www.instagram.com/p/CCVYEfMh..._web_copy_link

  9. #89
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    Quote Originally Posted by MarineSalvage View Post
    Hate to disturb the ramping but I’ve read their financials and “massive advertising “ is not feasible... at best they might get some guerilla marketing going. All the best to them but it’s a crowded market
    Get a little momentum ......raise more capital ....build more momentum .....and then spend the profits on even more promotion / advertising ...and heck before we know it they will have a small %age of this crowded market

    Great things have to start somewhere

    Better odds here than putting it on the Chiefs
    Last edited by winner69; 09-08-2020 at 03:22 PM.

  10. #90
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    Unless its the Kansas City Chiefs - they might go back to back
    Quote Originally Posted by winner69 View Post
    Get a little momentum ......raise more capital ....build more momentum .....and then spend the profits on even more promotion / advertising ...and heck before we know it they will have a small %age of this crowded market

    Great things have to start somewhere

    Better odds here than putting it on the Chiefs

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