Thanks Brighton. My comments:
1. I am encouraged by the response re debt re-negotiation
2. The response re Track is a little cryptic but Dom clearly alludes to some integration issues & I think the admission of taking a short term revenue hit is interesting - it would be good if he elaborated in an official announcement so the market can understand what is going on and can reset expectations accordingly
3. The post says "a letter with confidence" - I trust you asked Dom if it was ok to share his response on HC - if not I suspect he won't like that you have (in the past I have written to CEO's and always asked permission for what I can share) - if not I suggest you TOU the post before it gets moderated.
Regardless of 3, thanks for making the effort to contact Dom and for sharing.
Cheers, Sharks.
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