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Avg position size
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P/S (TTM)
0.4
EV / FCF (TTM)
1.5
No one on the platform currently holds MIK.
No tracked institution reports a position in MIK as of their last filing.
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Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
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No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$GPRO i remember $MIK buyout was kinda same...huge rally!!
View on StockTwits ↗$KSS They have over $70 tied up in real estate ($7.720 B / 110M Shares Outstanding) and cash flow TTM Operational Income is $5.5/share ($606M/110M) and pay $2 per share. Kohl's ain't a sexy business with their revenues being chipped away but currently cash flow a 43% yield, only have $395M of debt due over next 7 years (2031), a serial repurchaser (share count in 300M in 2010, now 110M), yield 13.1%, and hired Ashley Buchanan CEO who took $MIK private at a 50% premium within a year after being the CEO of Michaels. The squeeze potential is just a bonus and it seems primed to blow up in their faces. Tis the season, holiday season!
View on StockTwits ↗$KSS Ashely Buchanan will take us to the promised land. He joined $Mik in January of 2020 and Michaels was subsequently taken private in March 2021
View on StockTwits ↗$KSS New CEO will take the company private. He literally did the same a few years back with Michaels. When he did so, he took $MIK private at around a 50% premium with Apollo Global Management. Which happens to be the same company that was interested in making a deal with $kss a few years ago at $60 (400% the current price). Fair value is somewhere around a $40 or $45 so right now probably at a 250%-300% premium from here.
View on StockTwits ↗$NKE = I #predict Will File for bankruptcy in 2024 like $CBRL $PRTYQ $MIK
View on StockTwits ↗$KSS Add this Store to the soon to be #bankrupt collection $CBRL $PRTYQ $MIK
View on StockTwits ↗$MIK Hmmm..... Michaels lowers prices on thousands of arts, crafts, DIY items Michaels announced lower prices on over 5,000 items across categories spanning arts, crafts, DIY and home decor, offering customers everyday savings on the products they shop the most. With these latest markdowns, Michaels is helping customers fuel the joy of creativity while maximizing value. Lower prices are now in effect across categories including home decor, art supplies, seasonal items, kids' projects, wall frames, and more. To keep creativity accessible for as many customers as possible, the prices of frequently bought items like paint, markers and pens have been reduced by up to 15%; adhesive and permanent vinyl, papers, stickers, and unfinished wood letters have been reduced by up to 20%; canvases have been reduced by up to 35%, and T-shirts have been reduced by up to 40%.
View on StockTwits ↗$MIK Michaels Lowers Prices on Thousands of Arts, Crafts and DIY Items https://www.stocktitan.net/news/MIK/michaels-lowers-prices-on-thousands-of-arts-crafts-and-diy-3vj8f8kg7o3r.html
View on StockTwits ↗$MIK Michaels Announces Plans to Expand Assortment and Lower Prices on Fabric https://www.stocktitan.net/news/MIK/michaels-announces-plans-to-expand-assortment-and-lower-prices-on-1t8v4zcyhb4u.html
View on StockTwits ↗$MIK buy because I somehow spent $50 on new stockings and a floor Matt $SPY 🤣
View on StockTwits ↗$MIK Michaels Officially Launches MakerPlace by Michaels https://www.stocktitan.net/news/MIK/michaels-officially-launches-maker-place-by-wyuz045mwwn6.html
View on StockTwits ↗$MIK Michaels Unveils 2023 Holiday Décor Collections and Store Hours https://www.stocktitan.net/news/MIK/michaels-unveils-2023-holiday-decor-collections-and-store-r2i0a0zev1gp.html
View on StockTwits ↗$MIK Michaels Unveils Refreshed Brand Identity Celebrating a New Era of Creativity https://www.stocktitan.net/news/MIK/michaels-unveils-refreshed-brand-identity-celebrating-a-new-era-of-wzk1ukua05m4.html
View on StockTwits ↗$MIK Halloween Has Arrived: Michaels Launches the Season with 100 Days to Halloween https://www.stocktitan.net/news/MIK/halloween-has-arrived-michaels-launches-the-season-with-100-days-to-2bjnekbzdlo0.html
View on StockTwits ↗$MIK Michaels Spotlights Project Sunshine Throughout July to Support Creative Play for Pediatric Patients https://www.stocktitan.net/news/MIK/michaels-spotlights-project-sunshine-throughout-july-to-support-m73tmjf0cgg3.html
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.