Sequent(@sequentanalyst):With #FOUR 4imprint +11%, hunting through my watch list, a stock I don't think anyone has talked about intrigues me - Pebble Group #PEBB. 90% cash conversion, >10% FCF yield, returned 20% mkt cap in the last year, net cash. Reading the pre-close earlier last month, suggests improving revenue momentum, pricing and long-term visibility through multi-year contracts. Upped the SBB on the same day. Some pretty pointed words from the Chair earlier this year too...

Sequent

@sequentanalyst

Investor. Curious about business models, behavioural economics, social psychology.

参加 May 2019

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Sequent@sequentanalyst

2026.08.05 15:22

With #FOUR# 4imprint +11%, hunting through my watch list, a stock I don't think anyone has talked about intrigues me - Pebble Group #PEBB#. 90% cash conversion, >10% FCF yield, returned 20% mkt cap in the last year, net cash. Reading the pre-close earlier last month, suggests improving revenue momentum, pricing and long-term visibility through multi-year contracts. Upped the SBB on the same day. Some pretty pointed words from the Chair earlier this year too...