1. Once again management attempt to sugar coat figures. This "quarterly update" actually doesn't present ANY quarterly figures. Presumably the "last 12 months" looks better than the quarter. So let's present that instead
2. Is this really the best time for the "strategic review"? As a long term holder, I would personally prefer a little more patience. How about continuing to grow LATAM revenue and profitability and then look at options in a couple of years time? Let the investment that has been made in these businesses come to fruition. Interest rates are almost certainly coming down, that won't hurt the valuation either. Having waited 8 years since IPO, why sell out now at rock bottom?
FDV Price at posting:
51.5¢ Sentiment: Hold Disclosure: Held
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