Blue Hat Interactive Entertainment Technology

BHATFdata completeness 63%8 fiscal years on file
The thesis, from the filings

Blue Hat Interactive Entertainment Technology earns about -71% on invested capital, below its ~9% cost of capital, and has bought back 85% of its shares over 5 years — no moat visible in the numbers. The estimate methods put fair value between $5.91 and $6.41 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2020FY 2021FY 2022FY 2023FY 2024
Revenue$24.6M1$12.1M2$2.2M3$73.7M3$18.7M3
Net income$8.17M4−$57.1M5−$9.37M6−$19.3M6−$9.52M6
Operating cash flow$5.05M7−$22.3M7$281,7808$7.66M8
Capital expenditure$2.21M9$140,96210$3,42911
Free cash flow (derived)$2.84M7−$22.4M7$278,3518
Total debt$5.14M12$1.38M13$473,82514$273,71315$146,34115
Cash & equivalents$15.8M16$50,44917$70,40217$409,17517
Diluted shares4.0M5.8M85,652309,753597,229

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$538.2
your share of equity
Profit it earned you last year
−$159.48
Free cash flow it threw off
Debt you’d be carrying
$2.45

10 shares is a claim on $538.2 of net worth that earned you −$159.48 last year, against $2.45 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
-71% avg · 5y
FY20 17%FY21 -245%FY22 -50%FY23 -56%FY24 -23%

It earned about -71% on invested capital against a ~9% cost of capital — below the cost of funding. The numbers show no moat.

seeing a moat in the numbers →
Management signal · capital allocation
−85% shares · 5y

Share count is down 85% over 5 years — management has been buying back stock, quietly handing owners a bigger slice. Total debt has fallen 97% — deleveraging.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 2 estimate methods that apply put fair value between $5.91 and $6.41 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$5.91
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$278,351
DCF · Growth Exit 5Y
$6.41
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$278,351
Earnings Power Value
not applicable
normalized (5y-median) earnings non-positive — EPV undefined
Graham Number
$140.45
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years0.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $6.41
The three cases
Bear0.0%$6.41
Base0.0%$6.41
Bull5.0%$8.03

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 0.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2020-12-31 · accession 0001731122-23-000815 (Revenues)
  2. 20-F/A · period ending 2021-12-31 · accession 0001731122-24-001213 (Revenues)
  3. 20-F · period ending 2022-12-31 · accession 0001731122-25-000634 (Revenues)
  4. 20-F · period ending 2020-12-31 · accession 0001731122-23-000815 (NetIncomeLoss)
  5. 20-F/A · period ending 2021-12-31 · accession 0001731122-24-001213 (NetIncomeLoss)
  6. 20-F · period ending 2022-12-31 · accession 0001731122-25-000634 (NetIncomeLoss)
  7. 20-F · period ending 2020-12-31 · accession 0001731122-23-000815 (NetCashProvidedByUsedInOperatingActivities)
  8. 20-F · period ending 2022-12-31 · accession 0001731122-25-000634 (NetCashProvidedByUsedInOperatingActivities)
  9. 20-F · period ending 2020-12-31 · accession 0001731122-23-000815 (PaymentsToAcquirePropertyPlantAndEquipment)
  10. 20-F/A · period ending 2021-12-31 · accession 0001731122-24-001213 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 20-F · period ending 2022-12-31 · accession 0001731122-25-000634 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 20-F · period ending 2020-12-31 · accession 0001731122-22-000923 (LongTermDebtNoncurrent)
  13. 20-F · period ending 2021-12-31 · accession 0001731122-23-000815 (LongTermDebtNoncurrent)
  14. 20-F/A · period ending 2022-12-31 · accession 0001731122-24-001213 (ShortTermBorrowings)
  15. 20-F · period ending 2023-12-31 · accession 0001731122-25-000634 (ShortTermBorrowings)
  16. 20-F/A · period ending 2020-12-31 · accession 0001731122-24-001213 (CashAndCashEquivalentsAtCarryingValue)
  17. 20-F · period ending 2021-12-31 · accession 0001731122-25-000634 (CashAndCashEquivalentsAtCarryingValue)