@LD99 Hi, Regarding Enero, now, we know why there was such a derating. The severe slowdown of OB Media is a real concern, given that it was supposed to remain high growth/high margin. Not even sure now that OB Media will grow its EBITDA during H2 given the indications they provided for this division (8 to 12 % yoy growth for revenues and margin in the high 50s vs 63 % for H1).
Not really satisfied about the way they have been communicating about OB Media since the beginning of H2. I understand why Wilson Asset Management sold their entire stake (around 2 $ if I am not wrong).
