Share price taking a battering, page-15

I thought he might have been talking about Mark Callander, but he is executive director, still in charge of NZ.

Debt is a decreasing concern since the refinance, especially if EBITDA Guidance for this FY increases.

Management and board changes have been rotating in for a while, and it looks like it was always the plan, it would have been better for Mark Wratten to 'cleared the decks' if there was anything left to do, so i dont know if there will be any surprises.

We have been through an intense period of introspection with external management oversight, scrutiny due to refinance, falling margins from consumer across the whole industry (but that should be stabilising), CFO looks to have best oversight there has been for a long time.

Probably one thing that has a question mark over it that might get scrutiny of the new CEO is the 'transformation benefits' ($90m forecast boost to EBITDA in FY20), it could be a big positive if its confirmed to be on track, even reduced figure would still be a positive.

Also we haven't heard anything about Data Centres for a while, but dont know if there is much that can be done.

Revenue guidance should increase due to ASC and organic growth in Enterprise.

There might be good news in NZ from the extra scrutiny, energy looks like its on track, has had strong organic growth in consumer, and there where stated 'near term opportunities' in enterprise and government IIRC.

Increasing Revenue and reduced costs could make debt concerns fade away pretty quick. (and FY20 revenue gets a boost from Coral Sea Cable System as well)

Smart shorters are reducing in recent month as results get near.