Post by
KarlGibbons on Oct 25, 2024 1:07am
Momentum
Stock seems to have great momentum here. Trading really well with lots of interest from the buy side.
Great to see all the new acquisitions acted upon and the share buybacks. Really impressed with the capital allocation. The communication has also been first rate.
Keen to see the first US GAAP financials...
Comment by
KarlGibbons on Oct 25, 2024 9:50am
One would think they would just beg VMD to buy them. VMD takes over, clears out the excess mgmt comp, public co costs, audit fees, IR etc...rationalizes unprofitable locations. Seems like it could be highly accretive...but for some reason, no one wants these assets at any price?