🚬 GGRM.jk – Lighting up
Shares jump on new finance team, but how’s cashflow?
(September 28, 2025)
Data
CFROA (TTM): 4%
Market Value Equivalent: 2%
Gap: 2× 👍
Comment
Not the greatest CFROA at 4%, but the market is pricing in just 2% — giving a positive gap.
What to look for
Signs that CFROA can recover toward its historically much higher levels, staying well above the 2% market-implied return.
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Data, not advice
Shares jump on new finance team, but how’s cashflow?
(September 28, 2025)
Data
CFROA (TTM): 4%
Market Value Equivalent: 2%
Gap: 2× 👍
Comment
Not the greatest CFROA at 4%, but the market is pricing in just 2% — giving a positive gap.
What to look for
Signs that CFROA can recover toward its historically much higher levels, staying well above the 2% market-implied return.
Upgrade → sharpfokus.com/subscribe
Data, not advice