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25-02-2021, 10:21 AM
#20301
Originally Posted by winner69
Gone downhill since Jayne left --- company performance
Said many times bring Geoff back a big mistake - caretaker whose past best by date when company need drive
Chairman Hearn has a lot to answer for
His resignation should be coming soon
I take it Chairman Hearn is still ensconced in the UK?
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
one step ahead of the herd
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25-02-2021, 10:22 AM
#20302
Member
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
Last edited by YoungBull; 25-02-2021 at 10:23 AM.
Reason: Updated recipient
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25-02-2021, 10:27 AM
#20303
Originally Posted by winner69
So full year ebitda going to be about $336m - down $214m on last year (about 40%)
Sales being down 20% account for about half of the $214m
But the real killer is the significamyly margin - reason behind the other half of the lower ebitda
Sales decline compounded by lower margins - ouch
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
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25-02-2021, 10:28 AM
#20304
Do any of the Council of Bs have a price at which they would be interested?
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25-02-2021, 10:34 AM
#20305
Originally Posted by Entrep
Do any of the Council of Bs have a price at which they would be interested?
All say around $ 6 ...so safely can invest around $ 8.50 ....IMHO
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25-02-2021, 10:34 AM
#20306
Bit of a surprise operating cash flow was negative (compared to +$160m pcp)
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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25-02-2021, 10:36 AM
#20307
Originally Posted by YoungBull
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
Downgrades come in 3s, YoungBull. Lock that away.
In ATM’s case, I predict there will be another downgrade within the next 3 months once the new CEO has had a chance to really get his feet under the desk.
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25-02-2021, 10:39 AM
#20308
Originally Posted by Entrep
Do any of the Council of Bs have a price at which they would be interested?
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?
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25-02-2021, 10:40 AM
#20309
Originally Posted by Balance
There are plenty who have taken note of the warnings from the 3 Bs and got out.
I have personally received thank you messages from them.
Too bad for those who think they know better.
Good on you @Balance you are a true champion...........
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25-02-2021, 10:42 AM
#20310
Originally Posted by alokdhir
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
The margin problem all at Gross Margin level - probably all selling price related
Expenses were down $31m on pcp - a big chunk of that marketing
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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