Yes, I was at the meeting and it was painful to sit through. The last paragraph on page 19 was the clincher, considering they're supposed to be a growth company.
The other red flag was the poor performance in their "rest of world" geographical segment, which they spent no time addressing. But it must take up a lot of resources, out of proportion to returns, considering how many jurisdictions they operate in.
I'm not holding as of this morning.
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