OTLY Oatly Group

$OTLY yes their debt situation isn‘t great but they are closing in fast on $1 billion annual revenue with healthy growth, expanding margins and approaching positive EBITDA. The consensus view was that there was no moat in oat milk but i see competitors are losing share and ultimately cannot compete or reach scale necessary to become profitable. This business is worth easily 3/4x what its trading at today.

$OTLY massive TAM , improving GM and a possibility of a sale of the china business to pay a chunk off the debt

$OTLY — Oatly spotted in Buenos Aires, Argentina — at one of the 100 Best Coffee Shops in South America!

$OTLY On the same day (which is the last day of the quarter) , both the CEO and COO are publicly pushing a confident strategic narrative around innovation, science, nutrition and global rollout. So, another great earnings ahead… some on WS give some credit and love to this company!

$OTLY Insane sales. The vanilla Oatly I requested at a store close to me sold out within 3 days. Vanilla Oatly sells out wherever it goes!

$OTLY Probably most crucial is the spin-off or sale of the Asia business at a decent price high enough to pay off a material chunk of the long-term debt, right? Without such a deal the company's likely doomed to fail, on the other hand, if a sensible deal is announced, we could see share price jump 100% on a day, uh? 🤔

$OTLY My biggest concern is that Oatly says there is no deal after more than a year. They must have spent millions on bankers and consultants. Without a deal, the company will have an extremely difficult time managing its balance sheet. I don’t care if Oatly only receives $100 million. The best outcome would be a deal that allows them to repay a significant portion of their debt, improve profitability, and focus on North America and Europe.

$OTLY the stock is down 30% since mid of August. Why? Probably macro, investors taking profits, etc. What matters is that Oatly offers exceptional asymmetric risk reward with FCF near break even, rolling out of new products in U.S., and potential China carve out.

$OTLY — I haven’t posted about $OTLY short interest in a while. It hasn’t been a reliable signal, but I’m glad to see it near its lowest level of the year. Fewer investors are betting against Oatly. Now we need more investors willing to buy.

$OTLY still losing money but really slowing that cash burn, can they gain enough efficiency to reach profitability or do we just want to get the buyout?

$OTLY fyi all, request grocery stock. you can make a suggestion to stock items from the local grocery store or supermarket. You’re helping out the manager by letting them know whats in demand. I requested the vanilla and it was in a stock in a week.

$OTLY i come and go from this all the time. back in again! for now. best goddamn oatmilk on the market by far.

$OTLY seriously asking - how this is even possible? Amazing quarter, guidance raise. Giant run… we are almost back where we were. What the .ck

$OTLY Please keep in mind that September is historically the worst month for the market. The fact that we are holding at these levels is a good sign.

$OTLY Don't have the patience for this any more. Sold everything. You shoukd see it triple from here...

$OTLY In around one month, Oatly will update us on US product launches. I’m really curious to see if those already had an effect.

$OTLY If Baumgartner also will behave exactly like Kearney - why was he fired? No communication vs no communication… Biggest product launch in US happening last few weeks with zero communication. Fiber enhanced in Europe the same… Vote for me guys. I will do it much better than them.

$OTLY Just some encouraging visuals about where we are going. Of course, this is without China news, good Q3 or lower gas prices. After that…straight up.

$OTLY The options on this are being manipulated, how does one sell? I put in a sell price & they automatically lower it.

$OTLY PSA: continue to shelter in place until September is over. Things should start looking better throughout October especially later in the month.