Aug. 7 at 5:51 PM
$LUCK $PLAY $FUN heatwave isn't just hot—it's printer weather for the water parks ☀️🏖️🌊
1️⃣
$18M EBITDA Surge: Raging Waves & Wet 'n Wild carrying massive summer traffic. ~80% of that EBITDA hits straight in the upcoming Sept Q1 report.
2️⃣ FCF Acceleration: Management slashed gross CapEx by
$30M (down to ~
$120M). Lower spending + water park cash flows = rapid path from
$1.53 toward
$2.00 FCF/share.
3️⃣ Float Dynamic: 27+ Days to Cover while the water park cash machine quietly funds the
$59M buyback floor.
Shorts are pricing this like a slow-growth bowling alley, ignoring the summer cash surge loading for Q1. Accumulating at
$6.60s! 💎🎳
$BOWL
