RE: CPI1 Jan 2024 04:02
Yes, they have inflation clause built into the contract yet the 2% ish increase in revenue is way way below inflation rate today. In other words, the 2% increase in revenue is likely to be caused by those inflation clause meaning no real growth or organic revenue. Digging deeper, if those inflation clauses was based on all the contracts and at the real going rate throughout the last 12 months. Revenue should have been higher than the average of last 12 months inflation readings. So revenue contraction is all im seeing so unimpressive?? Your point about getting in cheaper, oh please, don't make me laugh! Here for healthy debate like broomtree. Nofear was here as a lth, and ran as soon as he recovered his losses! Glad you agree, interest rates cuts doesn't affect capita so why bring it up and use it to draw people in? Imho