Jaximo Posted - 2 days ago

$PRMW i just love water so much

wud_atx Posted - 1 week ago

$PRMW @Stocktwits yall should go ahead and update this ticker to PRMB

momobull Posted - 1 week ago

$PRMW what a monster breakout!

Jaximo Posted - 1 week ago

$PRMW I LOVE WATER, BEST LONG TERM HOLD AND RECESSION PROOF AF

tradingcalendar Posted - 1 week ago

M&A Primo Water Corporation merger with BlueTriton Brands - Shareholders received 1 share of $PRMB for each share of $PRMW owned - The combined entity named Primo Brands, and trades on NYSE as of today, Nov. 11th More Information : https://www.sec.gov/Archives/edgar/data/884713/000114036124036289/ny20033475x1_prem14a.htm

praetorian71 Posted - 1 week ago

$PRMW This literally goes nowhere every single day.

_www_larval_com_ Posted - 1 week ago

$PRMW just reversed -3% lower to 2% (~2Mv) moments ago, 11/15 options, follow for more volatility.

Jaximo Posted - 1 week ago

$PRMW any savages buy yesterday under 22 lol

TickerDD_com Posted - 1 week ago

$PRMW How much is PRMW Shorted? What is Short Interest for PRMW? https://youtu.be/gpGgjVXMx8Q

praetorian71 Posted - 2 weeks ago

$PRMW What a lame duck.

seekingyield1 Posted - 2 weeks ago

$PRMW Blue Triton disclosed its financials separately and not on the SEC website for some reason. The financials seem decent, but it is tough to know what to do when the existence of such material information only becomes apparent once the market is open Blue Triton EBITDA of 264m is 20.2% margin vs 19.0% in the prior year. YTD EBITDA is 740m suggesting full year will be ~$975m. Add PRMW of ~$430m and 2024 EBITDA is ~$1.4b The oddities are that the ReadyFresh segment margin declined pretty significantly. GM, which should rise or at least be flat into Q3, fell; SG&A, which should be flattish, also fell into Q3 and offset the sequential GM decline. There is some direct cost issue in the business and it is possible they are cutting SG&A too aggressively to compensate - the risk is the companies combine and rather than lower cost via synergies we see higher costs as the companies 'reset' The PR owner also gave themselves a very significant dividend this week right prior to close This is not what I had hoped for

civilviews Posted - 2 weeks ago

$PRMW i think the most important part of the merger is now the ticker is domiciled in the usa, not canada

VrtcIl Posted - 2 weeks ago

If $PRMW breaks 25, the next target is 37. Keep in mind that after it breaks over a level it should not fall below again and stay there. Price: 24.21 Float: 155.6M Short Float: 2.9 % 💰 Dollar Volume: 796.5K ℹ️ USA | Beverages - Non-Alcoholic

Grenzer Posted - 2 weeks ago

$PRMW oh my goodness! What's going with this?

SparkEPimento Posted - 2 weeks ago

$PRMW give it a day.

Jaximo Posted - 2 weeks ago

$PRMW wtf?

seekingyield1 Posted - 2 weeks ago

$PRMW significant rev beat of 511 vs 490 guide, EBITDA of 125 vs 120 guide midpoint. Blue Triton acquisition closes tomorrow, new ticker will be PRMB on Monday guess we will have to wait to tomorrow to see Blue Triton results and perhaps a 2025 guide

praetorian71 Posted - 2 weeks ago

$PRMW What a piece of crap.

praetorian71 Posted - 2 weeks ago

$PRMW Market is raging and this is still going nowhere.

seekingyield1 Posted - 2 weeks ago

$PRMW after going ex-dividend today I have this at ~8.5x 2025 EBITDA

Jaximo Posted - 2 weeks ago

$PRMW i love water

seekingyield1 Posted - 2 weeks ago

$PRMW merger approved and closing Friday. Earnings are Thursday morning. Let's see if this matters in the way 7.7k option lots priced at 30 expiring 11/15 indicate it might

TickerDD_com Posted - 2 weeks ago

$PRMW 5 Surprising Things about PRMW and its company Primo Water https://youtu.be/O1B0f6Tw0zI

praetorian71 Posted - 2 weeks ago

$PRMW Don't worry it will be back down to 26 tomorrow.

praetorian71 Posted - 2 weeks ago

$PRMW C'mon lets go, before I die, preferably.

seekingyield1 Posted - 10/29/24

$ZWS is probably the closest comparable to $PRMW in the water category and have raised their EBITDA guidance to ~$388m for a margin of ~25% and an EBITDA multiple of ~17x for this year PRMW standalone will this year produce ~$1.9b in revenue at a 23% margin for ~$430m in EBITDA - a ~11.5x multiple. The combination with Blue Triton, likely completing next month, transforms PRMW into a ~$6.8b revenue business with over $1.5b in synergized EBITDA trading at under 10x

praetorian71 Posted - 10/28/24

$PRMW wow another amazing day of owning this stock.

Estimize Posted - 10/28/24

Wall St is expecting -9.78% YoY EPS growth for $PRMW in Q3, down from 8.33% in Q2 [Reporting 11/07 BMO] http://www.estimize.com/intro/prmw?

seekingyield1 Posted - 1 month ago

$PRMW expanding on this part of the thesis further. PRMW's gross margin, when adjusted to reflect Blue Triton's accounting standards, is ~36% in 1H vs Blue at 32%. Blue's higher margin business is retail (14% EBIT margin vs direct delivery at ~10%), implying a direct delivery gross margin of under 30%. The much lower direct gross margin relative to PRMW is almost certainly a function of smaller scale and thus lower route density. When these businesses combine and routes are optimized, more product will be delivered per trip allowing for gross margin in the Blue business to expand dramatically. The current guide is for $200m in synergies, however simply bringing Blue's gross margin to 35%, still lower than PRMW at 36%, would account for the totality of this. Given PRMW SG&A is 29% of revenue relative to Blue at 19%, there is clearly a significant synergy opportunity ahead - if PRMW's SG&A were to align with Blue that would be $170m in synergies alone We are likely to see some significant benefits coming out of this merger

seekingyield1 Posted - 1 month ago

$PRMW is merging with Blue Triton - the shareholder vote is Nov 4, the Special dividend goes ex on Nov 5 and in all likelihood the transaction will close that week. This will mean a name and ticker change and most likely the joint announcement of Q3 earnings and the first ever joint guidance In the Proxy filings Blue Triton forecast an 18% 2024 EBITDA margin, however it has realized a 19.4% margin in 1H significantly surpassing this goal; PRMW raised its own guidance in Q2. 2024 PF EBITDA may come in around $1.4b and they are (conservatively) guiding to $220m in synergies (~3% of revs) which, given their growth, equates to a PF ~$1.7b in 2025 EBITDA potential. This equates to a ~8.7x EBITDA multiple With newfound scale there is considerable ability to grow customers while increasing density and gaining supplier leverage. The company will be larger and more profitable than many S&P 500 members - this will inevitably included in indices and benefit from passive buying