COE 51 Talk Online Education Group - ADR

$COE correction to prior post: I have current fv of $77 (3x gb conservative valuation), next Q is projected ~$42 MM gb= $83 /SH fair value

$COE suppressed price was done on.purpose to begin the buyback... the float is so low that anything is possible.

$COE talked to IR: they have not spent any of buyback money yet. this elephant gun is still lurking in the background. This pullback was certainly disappointing. but china peak revenue was over double current GB, indicating capability to return and eventually exceed this, now with global audience and AI helpers and more experience and no China Reg stink anywhere to be found. Being mid 50s sp can quickly return once a few Q consecutive return to growth occurs. we already achieved this once. show us more Q return to growth. Float is very low, maybe 1.7M Shares only

$COE So They have $130 million in cash. market cap now must be down around $60 million with CEO+partners owning vast majority of that. Strong increase % from a yr ago, expecting slight growth QoQ as well. This shows me the product is taking well and this is the right executive team for the job. Didn’t hear update on Co. $10 million buyback. as long as they can continue to grow the GB i’m willing to stay. hopefully much higher days ahead this is my take anyway.

$COE Aggressive open-market insider buying combined with an untouched $10M buyback creates a severe supply bottleneck on a locked ~1.7M ADS float. Supported by a pristine ~$37M net-cash balance sheet, COE is de-risked and positioned for a sharp re-rating as global growth momentum builds.

$COE Great question! Insiders are currently in a blackout period before Q2 earnings, so he’s legally locked out from buying right now.

$COE Spot on. Low-volume price action in a tight-float setup is pure noise. Fundamentals and patience are the entire playbook here.

$COE Hard to imagine two more pathetic stocks with bleak futures than this and XIFR. Swiss was wise to exit these long ago, but for some reason some of his less astute acolytes have chosen to remain.