RE:Trevor Rose's Insights - DON"T BUYThe only accurate part of this tout is that the share price is -16.5%. That's an important part tho.
However, QTRH has announced contracts totalling US$22M throughout the year. He fails to mention a US$500M backlog. He overlooks the announced US$10M award expansion in TX. He forgot the fact that 85% of the year's revenue comes from backlog and annual contract renewals. He overlooks improving margins. He forgot about contract renegotiations, which was a highlight of the Q3 earnings call. He obviously rejects management's forward guidance on earnings for 2025.
So why would anyone want ot unlock his Premium offer for 5i? It's free and that captures the quality of the analysis imo. That said, it's always valuable to have competing views. It's just that the space he want to occupy is already accupied by our filosofur king.