H2/2023In conclusion.
H2/23 will be great as expected. Q4/23 in particular will be a great Margin & Revs Quarter, that will bring that Inventory Investment in Q1/23, & some Inventory Investment in Q2/23 as well. But I'm encouraged with the fact that Q4/23 will deliver the Q1/2 Inventory Investment back. This boads well for the QUICK return on the Investment. This company is runing like clockwork. I saw someone say that the company is boring & predictable. I'd rather this than Unexpectedly to suprisingly unpredictable. I'd rather have positive FCF steadily than Cashburn after Cashburn with no end in sight.
This Management team is fantastic. So they deserve the benefits they get. I hope they don't go overboard with their promotions as well. But it looks like they are creating shareholder value. If they can give us a positive EPS every Quarter as they did this Q1, that is a weak quarter? Then watchout for positive EPS's going forward.
The only thing I could add is. If you have extra money. Keep buying shares in these downturns, you'll be handsomely rewarded. and you'll deserve it.
By the time I'm here in October. The gloves will come off, and the $7.6B in Revs will knock the sox's off the 2025 Revs prediction of $7.5B in their previous Guidence for 2025. That's 2 years ahead of schedule on Revs. I see Net LTD $3.8B at the end of 2023 as well, 2 years ahead of schedule. Pearson is going to give the company a great boost as well. In a nutshell, EVERYTHING is way ahead of schedule.