What you rarely follow me - WHAT !! You make your own decisions lol
In a serious note- assuming ISD have not won any contracts back from Meltwater ( which they say they have been ) and taking the standard margin on this contract - the loss in EBITDA is 2.25 m . Say this years EBItDA is 33 m ( towards lower end of guidance ) that would mean forward EBITDA would still be 31m . This is why I have maintained a good sized exposure
ISD Price at posting:
77.8¢ Sentiment: Buy Disclosure: Held
