sandy

342 posts

sandy

sandy

@sandyOconnor1

Katılım Aralık 2009
14 Takip Edilen14 Takipçiler
sandy
sandy@sandyOconnor1·
@YescersCoin Let's hope $PLBY won't be selling for pennies on the dollar like they did with Lovers and Yandy. Ben Kohn, master of buy high, sell low. Makes you want to puke.
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Bhigg Penas
Bhigg Penas@YescersCoin·
$plby I can feel the honey birdette sale coming any day now. we're going over 4 or 5 bucks instantly after that $gme $amc $bb $nok $gnc
GIF
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sandy
sandy@sandyOconnor1·
@Femmbot1 Ben Kohn's idea of licensing is to charge companies for putting $PLBY logo on things. He's not growing or enhancing the brand. They should replace him with someone who knows branding. Ben has no idea, he comes from private equity.
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Hot_Iron
Hot_Iron@Femmbot1·
$PLBY paying down debt, flipping profitable, and shifting to pure licensing. If they nail earnings, this isn’t a magazine company anymore, it’s a high-margin brand machine
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sandy
sandy@sandyOconnor1·
@YescersCoin Those are all great ideas, and I especially like the Netflix show. Doesn't the young Hefner own a film production studio? That would be an amazing collaboration and promotion! I only hope $PLBY is listening.
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Bhigg Penas
Bhigg Penas@YescersCoin·
@sandyOconnor1 sell honey birdette and you'll 3x right there. Announce a few new synthetic partnerships such as a large cannabis licensing deal for branding and pump a new Netflix show centered around their talent search with tie-ins to their content creator platform. it's not that hard
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Bhigg Penas
Bhigg Penas@YescersCoin·
don't be late to $plby this is a 10 bagger this year. you've been given notice $spy $asts $rklb $tsla
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sandy
sandy@sandyOconnor1·
@SandmanMarkets Don's stop loss $PLBY at $1.64 - buy more!
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Sandman Markets
Sandman Markets@SandmanMarkets·
$PLBY with a consolidation after breaking out of it's diagonal resistance on price. OBV broke out of its diagonal resistance today. Single entry at market open with a stop loss below $1.64.
Sandman Markets tweet media
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Sandman Markets
Sandman Markets@SandmanMarkets·
Top stocks from my scanner for setups tomorrow: $ZWS $ATAT $LKQ $MOB $RNW $PLBY Setups in the 🧵below:
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sandy
sandy@sandyOconnor1·
Hey $PLBY, your Honey Birdette dildos are nice but I don't want to pay $185. I want one in every room of my house for $99.
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Stonebright
Stonebright@Stonebrigh48566·
@sandyOconnor1 @ValueHunter7 @ragingbullcap Definitely not the greatest management team of all time, but they are executing on the strategy. Asset-light royalty business with improving fundamentals and an iconic brand that can meme. See $BIRD
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Dylan Marrello
Dylan Marrello@ragingbullcap·
Lots of candidates to add to today but I'm focused on $PLBY. Now down YTD despite UTG sale and very impressive pre-released numbers. If one assumes HB sale for merely $60m, have this at ~5-6x 2027 EBITDA for a basically infinite duration royalty business.
Dylan Marrello@ragingbullcap

$PLBY profitability inflection has officially arrived. EBITDA now running at >$30m annualized and that's before any benefit from the UTG deal. +20% this morning but shares still need to re-rate significantly to properly price in the transformation. investors.playboy.com/news-releases/…

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sandy
sandy@sandyOconnor1·
@VanwardEdge Another retention agreement with Ben Kohn is another masochistic move from $PLBY. It's like a girl staying with a guy because he has a good heart even though he keeps giving her a black eye.
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sandy
sandy@sandyOconnor1·
@USCorpFilings Another retention agreement with Ben Kohn is another masochistic move from $PLBY. It's like a girl staying with a guy because he has a good heart even though he keeps giving her a black eye.
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SEC Filings Digest
SEC Filings Digest@USCorpFilings·
$PLBY Executive Officer Agreements: On April 10, 2026, Playboy, Inc. signed retention agreements with its executives, granting them restricted stock units (RSUs) totaling 1,220,778 shares, which will vest between April 2027 and 2028, to incentivize their continued employment. stockinsights.ai/us/PLBY/8-K/ma…
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n@_bigpap·
@Stonebrigh48566 The market is adequately pricing in a incompetent, inept, narcissistic management and absent board level stewardship. The executive team of Playboy and Rizvi Traverse is in gross violation of their fiduciary duties to shareholders. $PLBY @plbygroupceo @Benk3 @suhailrizvi
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Stonebright
Stonebright@Stonebrigh48566·
$PLBY The market is underestimating the value of an asset-light, royalty business.
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sandy
sandy@sandyOconnor1·
@Stonebrigh48566 @SwoleMole1 @plbygroupceo @suhailrizvi @Playboy Don't get me wrong, I've been buying $PLBY for a while and got some cheap shares under $1 too. The brand is iconic and the stock has huge potential, probably even 20X with the right management, but this CEO has not proven he has what it takes to unlock the value.
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sandy
sandy@sandyOconnor1·
@Stonebrigh48566 The market is taking into account that $PLBY is still run by the same CEO who took the company public at $10 with the stock now being barely over $1. He put entire faith of the company in licensing of the company logo. Baby boomers don't care and to the younger guys don't care.
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Stonebright
Stonebright@Stonebrigh48566·
$PLBY Opportunity to add at this level. The market is ignoring progress over the past two quarters and the potential as an asset-light royalty play. Also, the option value that it MEMEs.
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sandy
sandy@sandyOconnor1·
@AgentC29 If Ben Kohn resigns, this can go to even $20. Time for a change $PLBY.
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JP Maragin
JP Maragin@AgentC29·
$plby $1 this year – $10 next year
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sandy
sandy@sandyOconnor1·
@OriginalTorpedo 1.5 million shares would put you as #4 of institutional investors, ahead of BlackRock and Morgan Stanley?
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Torpedo
Torpedo@OriginalTorpedo·
$PLBY I hold over 1.5 million shares at an average price of ~80c. I haven't sold a single share.
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