Q: Q (Private): They just released their updated plan (until 2029); what are your thoughts on what they have proposed in terms of revenue / margin growth along with the strategy.
This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.
Didn't seem like a big catalyst.....
This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.
Didn't seem like a big catalyst.....
5i Research Answer:
We have comments from yesterday here. It is an aggressive program but we are glad the company is taking steps to improve its growth profile and is looking at long term improvements.