perhaps we should have anticipated this with Rivas...

perhaps we should have anticipated this with Rivas leaving

"evaluate..... operating model and collection strategies and its impact on ....financial statement"....looks like the new CEO wants to either write down the PDL ledger or reduce earnings guidance

how is either of those things possible given the adoption of AASB9 for FY 2019 results? Will have to wait to see exactly what this strategic review is, but can't see any of this as a positive, and Lev seems to have been right about a lot of things.......if a downgrade, the board & the auditors need to go (in fact the auditors should be sued)!