DW8 Growth, page-15203

either way he's shown his true colours over the weekend and today. His erratic sentiment shift and cry baby attitude reveals he is but a novice who over his old man investing career has picked up a little lingo / a few formulas along the way. Ive been around good and bad investors-- one thing is for sure now is that this dude does not sound like a good one. Level heads prevail, and judging from his commentary, hes lost his....

I finally had a chance to read the report today to see what all the fuss was about...aside from a revenue miss, theres nothing out of the ordinary.. SP500 so far has a 68% earnings beat rate- 32% miss... that numbers increases significantly when you leave the mega cap SP500 space.. misses happen... especially in start up world.. 25 year average sp500 beat rate is 77%... so we are definitely in a territory of having more misses than beats.. you all were expecting 5.5m+ .. we had a bad Q, 5.1M oopsiee.. nothing really to throw a fit about.. throw in the fact were in a recession- is it having an impact on the consumer?!?! who knows,, thats the #1 question being asked.. maybe it is, maybe people have tightened the belt after 6.2% mortgage rates and 2.50 for a liter of diesel.... we are after all in a recession...

RE cash runway- was never specified if there was cash to CY23 or FY23.. so technically nothing amiss.. if CY23.. it was also never specified if a CN deal was already in the works at that time and was going to form part of the strategy to get us there,,, too many assumptions here being made and too many aspersions being cast..

CN- not ideal to further dilute- but better to gamble on a lower level of dilution in the future+ pay interest than to lock in a guaranteed insane level of dilution. not ideal- but the lesser of 2 evils while internal expenses are sorted during the amalgamation of businesses.. what continues to confuse me- it was mentioned that Q2 was the Q to watch for savings to flow through, & it was also stated that there would be more expenses before there were less expenses.. why has this concept not been brought up here.. there are no suprises that the Q has shown an uptick in expenses..

There are 2 options when looking at business specific metrics -- "why are customers not signing up and giving us money etc"// Most comments here have gone the route of assuming expertise in hospitality and macro related business events.. further claiming that the business is straight up lying to people and committing a very blatant and high level of securities fraud... occams razor suggests the simplest answer if often times the correct answer- and this is a pertinent concept in investing.. wouldn't the simpler answer be--- "ah, maybe we should believe the people with boots on the ground, and who are monitored/ bound by strict guidelines.. maybe the fact that the weather in Sydney( the nations largest market) has been dog poo for like 3 months really has meant no one felt like going out ... I can tell you for a fact that during the 6 weeks of torrential rain, Syd cbd was a ghost town.. so really consider --- hmmm fraud...?? or weather that legitimately has kept the consumer housebound..//?? Jesus..