Agree on all points.
I know folks my think I'm a noodge on consensus EPS, and I'm quite clear on where I expect revenues, expenses and EPS to be over the next 18 months. Problem is the market doesn't care about my numbers. It cares about analyst consensus numbers, and they appear to me to still be well off the mark.
NASDAQ has projected Q2 EPS at (.34) but some other sites are at (.31). I don't personally see any way they do better than Q1's (.37) and likely a bit higher.
If they end up doing what they did Q1 and posting based on AUD estimates it will be an even bigger miss since I'm seeing AUD estimate at (.402) which would be (.27) USD.
One of a CEO's primary functions is representing the company to the outside world, which includes financial guidance to investors. If saltland, I and others here can figure it out so should the analysts, so some of this is on them. But once it's apparent they don't really have a handle on it, it's incumbent on JC to get them there.
For a guy who seems to be getting a lot of things right he needs to get better at guidance. EPS misses may not matter in the long run but they do damage to perception.
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