Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 0.0× sales vs its 1.3× historical median P/S.
Fair value ≈ $12.54 · price $0.00 today
Undervalued · 100% below
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Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$SNAX I know these things can take a while, but I'm hoping for an update on the situation with the plant, plus the property and business interruption insurance soon.
$SNAX Those of us who have been still holding will have been long term on all of our taxable account shares soon. I've got a little less than 4% of mine still short term, and they'll all be long on June 3. While I wish I could buy more, it will be nice to enjoy that reduced capital gains tax if things do end up panning out well with the "strategic alternatives" and "near break-even" EBITDA. Honestly, I'd probably be content with "not even near break even" on my position, but hopefully, someone sees much more value in it than that. 😁
$SNAX I think it is pretty safe to say that Braaitime is no more. Going to Braaitime dot com now redirects you to the Kalahari site, and Braaitime hasn't been mentioned as a brand in press releases or filings for a long time. Braaitime walked so companies like Stryve and Kalahari could run, so it's kind of bittersweet to see it put to rest. Speaking of Kalahari, I notice that all of their biltong bags appear to be in stock on their website. Also, Vacadillos appears to have added a new 5oz bag SKU of the Chipotle Honey flavor on their website. And of course, the Stryve and High Steaks sites are still selling products. Even despite the big winter storm damage at the Madill plant back in January, it appears they are able to produce products. Either they must have some good comanufacturing deals in place or they are still manufacturing themselves?
$SNAX They've posted the article on their website.
https://businessfocusmagazine.com/2026/04/10/stryve-foods-striving-for-more-interview-with-ceo-chris-boever/
$SNAX This is very interesting news from Jack Link's. Air dried beef sticks, steaks, and slices with simple ingredients sounds very similar to Stryve's product line, and they're starting with Original and Hickory flavors, which are the one that Stryve currently offers using Grass Fed beef. I don't know if this means that Jack Link's is the "strategic alternative" we've all been anticipating, or they are simply getting into the game themselves, but in either case, a big player like Jack Link's seeing the potential of these products is huge.
https://www.jacklinks.com/blog/jack-links-launches-3-ingredient-line/
$SNAX Company needs to evaluate costs of relocating / rebuilding facilities OR selling / shutting down. Maybe I'm wrong but seems like lenders would want them to return to business (otherwise big loss of collateral and ROI). You have thoughts?
$SNAX Look like the end of the line. https://www.kten.com/news/oklahoma-headlines/rapid-response-team-helps-displaced-madill-workers/article_98309873-d21f-4248-9cd6-94bda8d90dba.html
$SNAX Oh no, I hope there's not too much damage at the Madill plant and they can get everything running smoothly quickly.
https://ir.stryve.com/sec-filings/all-sec-filings##document-870-0001493152-26-004166-2
$SNAX There is no doubt that 2025 has been the most difficult year for shareholders. However, with the promising press release back in November and the fact that the company is still in business and able to continue to replenish inventory and keep SKU's in stock, I feel that those of us who have held through the worst of times will see light at the end of the tunnel in 2026.
