7/28/25 :: VROCKSTAR :: 
CLS
Ex post dip buy for me
- reminds of
GEV, great product, backlog, growth etc. etc.
- valuation at 2.5% fcf yield, low leverage and mid teens EBITDA for teens EBITDA growth++ is v reasonable
- don't really have an edge here, except to say.. i think any "miss" will quickly get bot and that's where i'd participate
- otherwise i think it's probably a beat/ should head higher all else equal
V
CLSEx post dip buy for me
- reminds of
GEV, great product, backlog, growth etc. etc.- valuation at 2.5% fcf yield, low leverage and mid teens EBITDA for teens EBITDA growth++ is v reasonable
- don't really have an edge here, except to say.. i think any "miss" will quickly get bot and that's where i'd participate
- otherwise i think it's probably a beat/ should head higher all else equal
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.