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clock Created with Sketch. 25/02/21
20:48
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Originally posted by Onit42069:
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Not great. One of my worst picks from 2020 but a good lesson to cut hard and cut fast as I should have done with the first miss late last year. Assuming telecommunications has bottomed rather than continuing to decline (seems unlikely) and Comdain delivers the 15% revenue increase, and that margins stay the same (and aren't trending down - particularly telco, though I think that unlikely) my estimates have FY21 EBITDA at $88m which is below most expectations I can find.
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It seems to me that the CEO talks good ()a bit hype) and delivers less.
(20min delay)