RE: More detail on Alsa Rail5 Jun 2026 10:14
Glowacki, as the incoming CEO would you release a trading update in May, which only contains news of historic onerous contracts, audit delays and German rail uncertainty, which are reflected in the current share price, and didnt happen under your own watch? Bad news is already priced in...
Or more strategically, as the new CEO, would you delay the T.U. and wait until the German contracts are signed, confirm the inflection point of a big turnaround story, a full reset, clean slate and take the early success of de-risking the business as a win? For me, it is a smart move, to wait until the German rail contracts are signed.