$2.3bn company with a 74 page slide deck and 1 page on outlook which says positive market momentum and ongoing positive revenue growth (albeit with some margin compression).
I mean surely with 1,110 locations, and 5 mths into the year, they can quantify where things are at and give some decent guidance (even if only for 1H23).
Really a foundational company that the market is struggling to understand how to value (certainly an EV discount, a mgmt discount, a change discount), and hard to see how they have provided any concrete details to help answer those questions (although there are glimpses)
BAP Price at posting:
$6.63 Sentiment: None Disclosure: Not Held
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