RE:Nice video, not for the faint of heart. Wow why post that.
his whole premise was negated by the sale of MLSE to pay down the debt that he was rightly concerned about.
his call to reduce the dividend therefore is moot
The fact that he made that as the conclusion of his thesis is wild and immature. Why not look at the other much larger costs of Operations and Capital costs.
his complaint that the capital costs weren't translating into increased revenue meant he did think of it but why not analyze the impact of the wind down of it?
We just saw the American telco results as they wound capex down a year early as they started a year earlier than us and the 30% bounce back they enjoy this year
His inflammatory video does its job and draws views and makes him money so I guess he gets what he wants...
kinda slimy to think he's trying to convince the average retail investor to sell low based on his flawed analysis which maybe actually on purpose...