geoff's good but thats why he wanted jane because she's good at marketing and taking a2 to the next level. hearn f..cked up
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I think the difficulty with this is you’re assuming your analysis is already correct based on these short term price fluctuations, fluctuations which have been driven by all sorts of emotions. No one said that they think they know better, I’m just wanting more evidence to strengthen my decision for the long long term. You have commented several times on the bad emotion involved with this stock, but I note a lot of your responses are directed to the behaviour of other investors, which in itself means you are very emotionally involved. The fact that you take other people deciding to hold instead of sell as being a statement against you personally shows that you too are not immune to emotion 😉
Exit: in response to balance
Thats the most worrying part ...loosing sales but keeping your margins is understandable ...as sales can be recaptured much faster when environment improves ...but margins not easy to recapture back as it seems they diluting their brand premium for buying revenue to show something in results
They still blaming this on less sales so margins less as fixed costs high ...but its not that simple ...they giving some back to show reasonable sales may be the truer picture
Do any of the Council of Bs have a price at which they would be interested?
Bit of a surprise operating cash flow was negative (compared to +$160m pcp)
Wait for the next downgrade - new CEO will want to well and truly clean out the cupboards, hire his own people and do a strategy reset.
Going to be heaps more expenses to be incurred in the year ahead.
His catch cry will be : ‘Short term pain for long term gain.’
Sounds like Jayne?