@drp825_ MRDN is one id look into. Earnings and guidance on the 31st. Expected to beat and extremely low float, trading at .5x sales in a sector that usually trades 2/3x sales. Fair value is around 40$ at 3x sales. Stocks sitting at around 9
$MRDN is probably the most asymmetric stock set up I own. Such a huge price disconnection between SP and valuation. This is a LT buy and hold that is setting up for decades of growth throughout LatAm and the world.
$MRDN will conservatively make $210 -$220+ mil revenue in 2026. $MRDN has 12.5 mi OS shares x $8 = market cap $100 mil. That means $MRDN is trading under .5X in in a 2.5X+ sector. At 2.5X $MRDN market cap would be $500 mil. $500 mil / 12.5 mil OS shares = $40 per share value.
Share structure: 12.5 mil OS shares - 90% insiders = 1.2 mil shares left. 1.2 mil shares - 4% institutional = 700k shares remain. 700k - 200k (top few retail holders) = 500k retail shares available.
@DeepSailCapital Watch the next 2/3 earnings for $MRDN to flip profitable. If so, huge re-rating & only est 600k shares left to trade. SP to valuation disconnection currently is 2-3x. Also like $LGCY and $BOSC
$MRDNs Like clockwork Expanse Studios announces more regional certifications. Step by step growth. Over 1300 content partnerships w/goal of 3000 this yr.
finance.yahoo.com/news/expanse-s…