RE:RE:RE:RE:Great presention todayrudinm wrote: Even next year is only 20 cents profit and maybe 30-40 cents in 2025 the stock is cheap and i bet all the bad news is discounted.....
Most of us are assuming Q3 will be somewhere on the scale between underwhelming to disappointing, so a lot will depend on if on the conf call they're willing to offer any positive visibility for Q4.
This organization was a structural mess. Broadly looking at what these 3 execs shared in their presentation I've realized just what huge gaping leadership holes existed in this operation.
They've all presented measurable action plans and now they're on the line to deliver. Gilson especially has the weight on his shoulders as he tries to reverse the trend in these near term quarters and prove himself.
Where the share price goes in the mean time is somewhat debatable. Early ASDP sales were larger than I'd anticipated, so let's see what the sedi filings look like by end of week. If Q3 disappoints and they are mum about Q4 on the cc, then I could easily see the $1 - $1.10 level being tested. I'd also expect a ton of questions on this next cc as Cris opted to duck out of answering any on investor day.