CONOCOPHILLIPS COP

July 25, 2024 - 8:22am EST by

member

						2024	2025
Price:		111.00		EPS		8.6	9.64
Shares Out. (in M):		1,170		P/E		12.9	11.5
Market Cap (in $M):		130		P/FCF		11.5	10.8
Net Debt (in $M):		12,000		EBIT		16	19
TEV (in $M):		142		TEV/EBIT		8.6	7.5

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#	AUTHOR DATE SUBJECT
10	member 6/03/24 10:14PM Re: Re: Why isn't this reacting? 9
Has the DNF PC in China nose dived that badly? The company thinks they can work through it, although it will take longer than expected, the last time I spoke to them right after results... login to read the rest view available tags
8	member 6/02/24 8:45PM Why isn't this reacting?
Any thoughts on why this hasn't really traded up on the successful launch? view available tags
7	member 2/02/24 5:38AM Great timing!
https://www.bloomberg.com/news/articles/2024-02-02/tencent-nexon-soar-on-surprise-approval-for-long-awaited-game view available tags
6	member 1/22/24 1:24AM Re: Re: FTC 5
I am sure that is true. However, beyond that immediate issue it raises two questions for me: 1. what other questionable monetization mechanics are in their portfolio and how sustainable is their business model. Taking advantage... login to read the rest view available tags
5	member 1/21/24 9:37AM Re: FTC 2
Also, I think China revenues is what's more important to Nexon than Korea. Esp. when you look at DNF PC and DNF Mobile (the major catalyst to our thesis). China has pulled back its comments on view available tags
4	member 1/18/24 5:46PM Re: what's the bear case? 1
There's no price expectations on DNF Mobile because of China regulation thats surprised people in December. We think that it isn't as bad as people make it because they sacked the guy who released it... login to read the rest view available tags
3	member 1/18/24 5:42PM Re: FTC 2
yes the FTC event happened just recently and was before the write up. The near - term impact to this is about 30% revenue for Maple Story is at risk. Nexon has changed mechanic of... login to read the rest view available tags
2	member 1/18/24 3:36AM FTC
Maybe worth mentioning that the FTC just fined Nexon for deceptive practices relating to the monetization of maplestory. Would not be a huge leap to think that the long time CEO stepping down is related... login to read the rest view available tags

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