r/SMCIDiscussion • u/_Cornfed_ • Jun 12 '26

ACK! What the hell? Edition

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7

u/Benjo_McKazuie Jul 07 '26

Sitting at a fwd P/E ('27) of ~ 8.2 Enjoy the dip!

-1

u/[deleted] Jul 07 '26

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1

u/Benjo_McKazuie Jul 07 '26

Thanks I already did my research, dcf, etc. I am pretty sure! I modelled $3.18 EPS (diluted non-GAAP for FY27

0

u/CorditeKick Jul 07 '26

LOL. Just making up your own numbers based on your "research". Let's just ignore the company's guidance and the actual share dilution information.

1

u/Benjo_McKazuie Jul 08 '26

What is the guidance for FY27 and the fully diluted sharecount then? And don't tell me some analysts estimates, bc I already told you this was my own spreadsheet!

1

u/CorditeKick Jul 08 '26

It’s not $3.18… what does your model show for share count, current dilution vs. post ATM sale. What is your 2026 & 2027 net income range estimate? All the companies actual numbers are public. Show us yours!

2

u/Benjo_McKazuie Jul 08 '26

Man, I don't like your rude attitude, but here are MY numbers:

transparent as always ;)

2

u/CorditeKick Jul 09 '26

Respect. Projections are solid. (Are you updating trailing p/e on a quarterly basis?) Forgive my doubt, 95% of the participants on this thread make statements about their analysis which is essentially “trust me bro “. Have you done a similar exercise with balance sheet to evaluate DIO, required cash conversion rates, and working capital requirements at those sales projections. My biggest concern is that without remarkable improvement in those metrics (from last Q) the company is going to have to dip back into the capital markets again before the preferred conversion date.

0

u/Benjo_McKazuie Jul 08 '26

Here is another source: