Today's selling does seem out of proportion with what at face value looks like a stock not in financial stress.
I guess one of those scenarios where all the cliques can come out: "fortune favours the brave" or "don't try to catch a falling knife".
Business is easy to understand and raw operating cash flow does also seem healthy.
Can understand a disappointed market but reaction looks overdone, unless there is a permanent stalling in growth which seems unlikely.
sp and ann, page-8
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