RE:Failure to appreciate the new paradigm Mgmt failed to guide properly. They let us assume that revenues would rise qtr after qtr when they knew that Q3 would be weaker than Q2 and Q4 will be at record levels. There is a regulatory requirement to disclose in MD&A's, AIFs, etc if there is any seasonality to the business. Mgmt needs to start explain the Q1 is impacted by Chinese New Year, Q2 is impacted by 618 and Q4 is impacted by Singles day.
prested wrote: Companies like Tenet are the future which is why the traditional analysts are totally unable to understand it, in the same way I am unable to understand Bit Coin. I've had it explained to me. I've read articles on it, but I still cant comprehend it.
This is the predicament the analysts are in. So, their response is the same as those who said that pop music was a passing phase. They brush it off. But the reality is that this company os going to blow doors off. I am tempted to sell a few underperformers rather than wait for them to come bacl, and invest even more here. It truly is amazing IMO.