Arrow still pointing way up Just listened to the webcast. Some initial things:
--Mgmt is telegraphing some major upside revisions to the 2025 Plan to be announced and discussed at Investor Day next month. Likely not close to being factored into the stock price yet, as investors fully digest Q4 2022 and 2023's strong guidance first.
--$400M restricted cash released. Sweet!
--Investors are learning that mgmt really is under promising and over delivering, so they can expect even better actuals going forward, in their own expectations.
--Mgmt's grappling with what to do with all the excess cash pouring in.
--Pearson start up in August. Plant capacity is 200/yr.