ammoinc
This weekend we review eDreams Odigeo SA (BME:EDR) 1Q 2022 earnings and discuss Ammo Inc (NASDAQ:POWW)’s recent selling pressure. Q2 2021 hedge fund letters, conferences and more Before we dive in, here’s a snapshot of the moves we made in the portfolio this past week: Trimmed NTDOY and HCITY to free up cash to buy a starter position in Wheels Up (UP). You can read our most recent thoughts on UP here.Increased our Uranium exposure by adding to Centrus Energy (LEU) and buying a new position in Paladin Energy (PDN.ASX). Those interested in reading Alex’s Uranium bull thesis can learn more here.A...
ValueWalk
Ammo Inc (NASDAQ:POWW) is an ammo and ammunition accessory manufacturer that sells its product through third-party retailers and its online marketplace, GunBroker.com. We’ve followed the company since May 2020, and it is one of our largest positions in the portfolio. Q2 2021 hedge fund letters, conferences and more POWW reported earnings on Monday (08/16) and crushed it. Here are some of the highlights: Revenues increased 360% YoY to $44.5M ($12.3M from GunBroker.com)Net Income increased from -$3.1M to +$9.5MAdjusted EBITDA increased from -$0.3M to +$16.3MGross Margin increased from 11.1% to 4...
ValueWalk
If you’ve followed Macro Ops over the last year, you know we love Ammo Inc (NASDAQ:POWW). Q2 2021 hedge fund letters, conferences and more POWW makes various types of ammunition for both recreational and military/government applications. Their most popular product, STREAK, is unlike anything else on the market and easily 5-10x better than its competitors’ offerings. STREAK is the industry’s first non-incendiary tracer bullet, allowing only the shooter (and those behind them) to see the bullet’s flight path. Since we first bought shares, POWW’s seen dramatic revenue growth, reported its first q...
ValueWalk
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