Aug. 17 at 1:16 PM
$OPAD — My DD.
The turnaround is taking shape. ⚡️
Q2 showed a real shift:
• 9.2% gross margin — multi-year high
•
$13,500 contribution profit/transaction, up from
$5,500 in Q1
• Signings accelerated 129 → 163 → 256
• Q3 guidance: 350–400 transactions
Management cut excess, rebuilt costs, and created a leaner, more resilient business — better positioned to scale as the market improves.
The buying engine is back on, while management says its 2026 plan does not anticipate incremental equity capital.
Add low liquidity + meaningful short interest + potential volume acceleration.
Wall Street targets average
$12.75, ranging
$5.50–
$20.00. With three analysts, these are reference points — but the valuation gap is hard to ignore.
If H2 delivers higher volume while maintaining margins, operating leverage could change the story quickly.
The market may still be pricing the old OPAD.
H2 is where the new OPAD gets proven. 🦾🚀
🎥 Strategy overview:
https://youtu.be/1xNdg1IvjQE
#realestate
