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Started By
Message
re: Voyager - VYGVF Due Diligence
Posted on 3/30/21 at 3:05 pm to tenderfoot tigah
Posted on 3/30/21 at 3:05 pm to tenderfoot tigah
This is a really interesting thread. After some research people love this company. Many are expecting more massive growth.
1
Posted on 4/1/21 at 8:57 am to boogiewoogie1978
I have a 300 share position. I am seriously thinking of grabbing another 300. I see some wide swings on PT predictions, but 40 seems pretty conservative, is this the consensus of the board. Crypto is like greek to me, so I have zero understanding in general.
Currently in at 21.30.
Currently in at 21.30.
Posted on 4/1/21 at 9:00 am to tigerfoot
$27.85! 
Posted on 4/1/21 at 9:10 am to tigerfoot
quote:
I have a 300 share position. I am seriously thinking of grabbing another 300. I see some wide swings on PT predictions, but 40 seems pretty conservative, is this the consensus of the board. Crypto is like greek to me, so I have zero understanding in general.
Currently in at 21.30.
We're in almost exactly the same position...I have 360 shares at $21.95. Currently getting ready to start a house build and so the timing is not great to dump too much more money into this, but dang it's tempting. I am sure there will be some downward swings here over the next couple of months but things definitely seem to be trending upward.
Posted on 4/1/21 at 5:56 pm to NEMizzou
Barring bad bad news, this stock is minimum $50 by end of summer. It’s grossly undervalued and the math is out there to see. Data for March should be coming soon, and everyone who follows Voyager closely is expecting eye-popping growth in these numbers....not to mention expansion into Europe, NY, and Canada coming this year, as well as debit cards. I’ve never been more confident in or invested in a stock than this one.
Posted on 4/1/21 at 6:11 pm to Mad Dogg
The Coinbase direct NASDAQ listing is set for April 14 tentatively. There are two excellent catalysts over the next two weeks. The March numbers which are expected to again be MASSIVE then the Coinbase direct listing. If Coinbase actually lists at $90-$100 billion, then Voyager refuels the rocket ship for a run to Pluto.
Posted on 4/1/21 at 6:15 pm to Mad Dogg
quote:
I’ve never been more confident in or invested in a stock than this one.
I have some shares in this, but still cannot get an account set up. Seems like a lot of complaints about the company/app. The stock is moving in the right direction, though. Coinbase in mid-April may help raise the price for no real reason, but numbers should be good for March.
Posted on 4/1/21 at 6:52 pm to go ta hell ole miss
quote:
Coinbase in mid-April may help raise the price for no real reason, but numbers should be good for March.
Companies in the same field are usually valued by the same metrics.
Coinbase being valued 43x revenues vs Voyager at 15x revenues. Voyager would need a massive increase in value to bring their value to where it should be.
It's why metrics like P/E ratios are on nearly every stock website overview page.
Posted on 4/1/21 at 8:33 pm to tenderfoot tigah
What price are you planning to take some profits at? I think these exchanges will hold up better than the miners for sure during the next crypto winter, but nothing goes up in a straight line forever. I might plan to sell half my shares at $49.99 then HODL the rest for the long term.
Posted on 4/1/21 at 8:47 pm to tenderfoot tigah
quote:
Companies in the same field are usually valued by the same metrics.
Coinbase being valued 43x revenues vs Voyager at 15x revenues. Voyager would need a massive increase in value to bring their value to where it should be.
Going back to my original post in this thread - these metrics are useless when you’re comparing apples to oranges. What was Coinbase’s revenue over the same period?
Regardless, I think you can make a strong case for the stock without all the Coinbase fuzzy math.
Posted on 4/1/21 at 9:43 pm to slackster
quote:
Going back to my original post in this thread - these metrics are useless when you’re comparing apples to oranges. What was Coinbase’s revenue over the same period?
The math is using 2021 projected revenues for both companies with conservate estimates for Voyager. Any suggestions on a better way to project future share price?
If Voyager announces another 100k new customers in March, my share price of $68.8 is low. Based on what the CEO is describing as another month of "explosive" growth, I think we can safely stick to the $68.8 number as the fair value for Voyager. A year from now it may be considerably higher as they get closer and closer to the 40 million customers Coinbase has.
Posted on 4/1/21 at 9:48 pm to GeneralLee
quote:No clue. I may move money into real estate or buy a toy eventually, but that won't be this year.
What price are you planning to take some profits at?
quote:Volatility is a broker's best friend, i.e. more trade comissions.
I think these exchanges will hold up better than the miners for sure during the next crypto winter, but nothing goes up in a straight line forever.
Posted on 4/1/21 at 9:54 pm to tenderfoot tigah
He talks about Voyager at 21:33.
It's going to be a fun next few weeks if Coinbase hits $100B market cap.
Youtube video go to 21:33
He has 1.5 million subscribers and just told them he owns $300k Voyager.
Voyager hit 6k followers on stock twits today. Imagine what the share price will be when you get up to 50,000 followers like Humbl or 100,000 like ZOM?
It's going to be a fun next few weeks if Coinbase hits $100B market cap.
Youtube video go to 21:33
He has 1.5 million subscribers and just told them he owns $300k Voyager.
Voyager hit 6k followers on stock twits today. Imagine what the share price will be when you get up to 50,000 followers like Humbl or 100,000 like ZOM?
Posted on 4/1/21 at 10:51 pm to tenderfoot tigah
quote:
The math is using 2021 projected revenues for both companies with conservate estimates for Voyager. Any suggestions on a better way to project future share price?
That’s all I was asking. I didn’t know where the new numbers originated.
Posted on 4/3/21 at 2:40 am to slackster
I have been using Voyager for a couple of months now. I partially bought myself up to a full Bitcoin on it. I enjoyed the interface and the interest promotions.
During the past ten days or so, I have an impossible time to get a deposit to clear or get a hold of customer support. My friend is having a similar issue with his deposits stuck in pending.
This led me to jump on on the stock today. I think they will figure out how to scale logistics like funding and customer service but you could definitely feel the exponential customer growth that they are going through right now.
During the past ten days or so, I have an impossible time to get a deposit to clear or get a hold of customer support. My friend is having a similar issue with his deposits stuck in pending.
This led me to jump on on the stock today. I think they will figure out how to scale logistics like funding and customer service but you could definitely feel the exponential customer growth that they are going through right now.
Posted on 4/3/21 at 6:57 am to UncleLester
I've reviewed all the DD I can find on Voyager .... I like VGYFG .... I own it, ... though nowhere near the level of some on this channel. It's been a good performer in the short time I've owned it, and I'll likely be adding more in the near term.
But despite how positive I feel about the opportunity, I just cannot get past the fact that it is tied so closely to Bitcoin's performance. I guess you have to be 100% sold on Bitcoin/crypto as a market **investment** in order to go balls deep on Voyager .... and I'm not there with crypto yet. Still some risks (regulatory, security, etc) there that I personally have not been able to effectively mitigate .....
currently the US Government is just “observing” crypto .... but it won't be long before they begin taking an active role through regulation. I wish I had a gauge to determine approximately WHEN that would occur .... it would certainly mitigate the biggest risk IMO
But despite how positive I feel about the opportunity, I just cannot get past the fact that it is tied so closely to Bitcoin's performance. I guess you have to be 100% sold on Bitcoin/crypto as a market **investment** in order to go balls deep on Voyager .... and I'm not there with crypto yet. Still some risks (regulatory, security, etc) there that I personally have not been able to effectively mitigate .....
currently the US Government is just “observing” crypto .... but it won't be long before they begin taking an active role through regulation. I wish I had a gauge to determine approximately WHEN that would occur .... it would certainly mitigate the biggest risk IMO
Posted on 4/6/21 at 4:27 pm to tenderfoot tigah
quote:
Let's compare revenues:
Coinbase is projected to make $2.3 billion in revenue in 2021
Coinbase revenue for Q1 was $1.8B. Just announced today. That’s $7.2B annualized. $100B/$7.2B = 13.9x revenues.
quote:
whereas Voyager is trading at 15 x revenue
Voyager is now trading at 16.25x revenues. It’s more expensive than the valuation you’ve been assigning to Coinbase. Now what?
Posted on 4/6/21 at 10:15 pm to slackster
Voyager added 300k new users in March. Are you under the impression they didn't also have record growth?
Why are you using old data for Voyager but using March's data released today for Coinbase?
Why are you using old data for Voyager but using March's data released today for Coinbase?
Posted on 4/6/21 at 10:22 pm to tenderfoot tigah
quote:
Voyager added 300k new users in March. Are you under the impression they didn't also have record growth?
Why are you using old data for Voyager but using March's data released today for Coinbase?
This. Plus you’re assuming the coinbase valuation is fixed and not going to be higher following these earnings, which isn’t the case.
Posted on 4/6/21 at 10:27 pm to maclauer
Coinbase is going to trade well over $100B very quickly with 9x growth year to year. If it opens with a market cap under 100B, there's a ton of money to be made. They are bleeding customers to Voyager, but it's a paper cut compared to the money pouring into everything crypto related.
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