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Https://twitter.com/RodriGo_ethe/status/1765284981130060049

Hit the point imho

I see potential further downside? Remember fcf to take hit this year? To save 100m, there maybe Job losses resulting in further redundancy cost? Profit margin is similar expected? Issue is waiting it out or make money elsewhere when interest rate cut cycle begins. Your decision imho

What would be interesting is to see is what schroders next move is. They've been badly burnt on sed where they held 9% and was suspended. How long can they take their losses, imho

Morning nofear.

Remember those laughing when u sold at 21. U were right all along ? Imho

Someone said I was panicking lol 😆 😂 🤣

MW may have called this right yet again?.. RBC too? Who knows how the market reacts. Markets today are irrational. Would like to hear shareheads view ? Imho

I hope sharehead isn't a shorter all along imho

What's annoying is

They raised 700m in fund raise, sold of portfolio division, to bring debt down to what level? Its crazy.

Over that period, of transformation. Revenue hasn't moved materially imho

What's others views ?

I think growth is the biggest issue, so have to cut and trim to free cash to grow. They sold of portfolio division to get those funds coming in. Now have to go on cutting spree. Imho

100m cost cuts process to be announced in June and runs into 2025. Basically that to me tells me, they hoping to fund working capital and growth through these cuts imho

Basically confirms imv what I said about the share price.

Sharehead said were priced to fail

I said its based on current metrics question growth, liquidity, and whether debt is increasing.

My summary is:

- Revenue is stagnant and expected to be flattish ?

- Liquidity is an issue with increased fcf outflow however they hoping to cut back and use funds for growth ? No dividend insight imv

- debt increased ?

Imho -

Gla that's me done on the result for now

Net debt, including the impact of property leases accounted for under IFRS 16

was £545.5m in 2023 (2022: £482.4m)

Debt increased ?

2024 revenue expected to be broadly in line with 2023

· Modest improvement in operating margin

Still WIP in increasing margins and expecting revenue to be flat In 2024?

Free cash outflow[1,2], before the impact of business exits, of £115.5m

(2022 outflow: £42.4m),

Wasn't expecting the outflow to be that high imho

Adjusted revenue dropped haven't grown much ?

Reported loss before tax of £106.6m (2022 profit: £61.4m)

.

Count down

Scaffman, broomtree was on the hiding all day, whenever there's a significant rise, he'll message after market hours. Ha ha sorry, cnr down, cpi sold at a loss, bmn down. Dec down etc imho

American markets are down, the results tomorrow becomes even more important otherwise the sentiment and bad result could get very concerning, the drop in America comes at a wrong time imho