At the end of the day if you take management at face value then recent fireside indicates some positive strides. 20% growth on august with no fix of technical issue yet means upside is much larger if flicked on. The comments on audit delays, debt facility seem reasonably transparent to me. Much prefer owning up to mistakes or issues as Ted mentioned then unrestrained bravado. Obviously if management fraudulently is lying through their teeth thats stating the obvious. Part of the reason why q3 and q4 are many of the last boxes management has left to tick off credibility.
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- Ann: EN1 Fireside Video Chat September 2019
Ann: EN1 Fireside Video Chat September 2019, page-21
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