Aug. 19 at 8:44 PM
$PLBY
Positives:
- We have had 2 positive quarters after having 3 years of bad quarterly reports.
-
$10 M + in license rev in Q2 (
$40 M + annual run rate)
- Balance sheet solid.
$30 M in cash
- No extra 15% dilution to byborg as originally planned
- New Licensed deals announced in Q2
- Good Guidance on additional deals
- HB improving Quarter after Quarter
- New initiatives to generate revenue (paid fan voting)
- Quarterly Magazine in 2026 (engagement boost)
- Bringing back Playmates(engagement boost)
- New Media / Content Initiatives
Cons:
- License deals can take 12-18+ months to hit revenue
- Move to Miami will incur some one off expenses
i don't really why PLBY isn't climbing towards
$10+ share price. These influencers would love to be a playmate & have millions of followers they are going to be pointing right to the brand. Get some celebrities in the magazine & Playboy becomes front and center in public view
when this stock reaches
$10 PLBY can sell 15 M shares and pay off debt