Constructive conversation Obviously like the rest of the world, the views on the outcome for Supreme's results and security prices are very polarized.
But unlike politics we will be seeing financial results from this company over the next year. On that basis I wonder if we can measure how far apart the Bears and the Bulls are.
Obviously the Bulls think revenue and cash flow are going higher. I thought Johnale made good arguments in an earlier post so I won't rehash.
The Bears think they will underwhelm on revenue growth and even if they meet street estimates there will still be negative cash flow.
If I have mischaracterized your views, it really doesn't matter.
So I ask the Bulls to say what F'2021 annual revenue and EBITDA number would make them sell their shares and/or bonds (at the current price)?
I ask the Bears to say what F'2021 annual revenue and EBITDA number would make them buy either the shares or the debt (at the current price)?