Mar. 26 at 1:50 AM
$ODD OS shares at year end 12/31/25 approx 57M
Post CC 2/25 deployed
$50M of preexisting buyback immediately assuming an average price
$12 they purchased 4.1M shares
Shares count 53M ( 57-4).
Simultaneously announced new
$200M buyback and given the aggressive buyback after the CC
(
$50M in 2-3 weeks)
I draw a conclusion that they’d stay aggressive and that the very reason for the new
$200M buyback
is to buy Now.
If they deployed the entire 200M at
$14 that amounts to 14.3 M shares or 26% of OS shares. Leaving 39M OS That might be too aggressive so half?
Plus the CEO bought
$10M worth
Projected decline of 30% sales Q1 getting the algo fixed
Maybe it’s under promise / over deliver situation ?- maybe
I’m super bullish and have to be disciplined with position size here
GL
