No real changes here apart from taking the bull trajectory out as this has been following our bear case perfectly.
My understanding was that there was a one off payment made for an acquisition and this has heavily affected their fundamentals for their last earnings, so from a quick glance, it doesn't look great but I believe for their next earnings report, this cost will not be there of course, this may present an opportunity.
Gareth Neary
2022-12-23 14:24:55 +0000 UTCSteven
2022-12-23 14:08:29 +0000 UTC