Did you listen to EZZ conf call ? I completely forgot to listen to it.
Did they talk about any of the main questions we have about them ? in particular about repeat customers ?
Not sure to be convinced by their distribution strategy in the US via Tik Tok, given that there is a serious risk that Tik Tok could be baned in the US.
Next quarterly cash flow could be quite important to show if they can keep a level comparable to Q4 24. In fact, I am surprised to see that their very good Q4 24 cash flow could be explained by the EBITDA for Q4, showing that this level may be recurring.
Well done to have kept your conviction with this company.
