Originally Posted by
Balance
Presentation is just that - easy to do and no doubt, would have been put together by consultants etc etc.
Market was looking for some hard data on how things are going and unlike Bubs, ATM either was unwilling or could not give a proper update on exactly how 1Q22 sales & margins have done. A really bad sign imo that the company is still in serious trouble on the MIS front.
Meanwhile, there is no compelling reason to invest in this stock - plenty of uncertainties still with what is an expensive stock at the current sp still pricing in strong growth.