RE: DIS Update14 Aug 2025 19:25
The market has rated this lowly because of how flimsy the earnings can be. Search, now DIS potentially, where a single event has decimated earnings. How does MR survive this (and the CFP for that matter) given the positive narrative spun as recently as a few days ago.... you're not telling me that Kestrel and other LTHs haven't seen that news? Markets are always forward looking, so if the assumption is that FY26 EBITDA will be materially lower I'm shocked we haven't seen a price adjustment. Maybe it's currently under the radar....but ominously that post makes me think there's going to be an RNS in the morning (perhaps an insider leaking after the bell to distort the price). I've reported, but all futile. AIM is a disaster-show if the worst plays out here.