DSK 0.60% 84.0¢ dusk group limited

Ann: 2023 AGM Presentation, page-21

  1. 295 Posts.
    lightbulb Created with Sketch. 28
    Good to see comments from a non owner lol

    Problem with this analysis is markets are foward looking and this is not only already in the price but is captured in street estimates within Bloomberg or Factset

    Without path dependency the real question is what is the business like in 5 years under Vlads transformation




 
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