Interesting that A2M has come out and cleared the decks with...

Interesting that A2M has come out and cleared the decks with $85M Write Off prior to Full Year Report ( +23M from H1 ). Good corporate housekeeping. David knows what he is doing.

I wonder how much old inventory BUBS have in various markets ?

A2M write off was $115M on $1,100M Revenue = 10%.

Let's assumes BUBS has half that exposure at 5%.

Estimate FY Revenue for BUBS = $45M.

5% X $45M = $2.25M Write off.

That might be wonder boy Fabrizio's first job..... clear the decks as part of the upcoming annual report....

Yes, the share price has tried to factor this is since Monday, but.....

Maybe none have you have picked the bottom just yet.....