Post by
uograd on Apr 25, 2017 9:09am
overall much better cc than last quarter
5 different analysts asked question but no dundee or mpartner so i assume they already did one on ones.
some concern about margin compression in q4 but because of good guidance and more talk of improved margins througout 2017 it seems they got a pass. 1200 employees seem like a lot but i guess they know what they are doing.
overall i would say the call was much cheerier than in november and i expect they will get good overall reviews when they put out their new targets.
rome was not build in a day and neither will nyx but they seem to be on track
Comment by
stocksnbonds on Apr 25, 2017 9:36am
I would agree. Much better than last quarter although last quarter was cr@p. The costs do keep rising. Don't like the personnel increase at all. I'm telling you, if these folks can only keep a lid on costs, this is a cash machine ! Goodwill and FX had a big impact on the financial ledgers but not operating issues.