Priced to scale, in a mid-term shrinking reality.
I'm even more excited to see what happens on July 30—then we'll all know more. Thanks for sharing your perspective!
I don't expect them to be overly conclusive, but they will certainly be worth a look. Thank you!
The numbers look good, and the outlook has been confirmed.
"I’ve reviewed them. My criticism has never been about the 2026 guidance, I’ve fully factored that into my scenario. The concern lies beyond that timeline and at current price levels once the Walmart rollout runs its course. No Cash flow reported.
Very interesting business, nice overview!
Thanks Hugo!
I'm even more excited to see what happens on July 30—then we'll all know more. Thanks for sharing your perspective!
I don't expect them to be overly conclusive, but they will certainly be worth a look. Thank you!
The numbers look good, and the outlook has been confirmed.
"I’ve reviewed them. My criticism has never been about the 2026 guidance, I’ve fully factored that into my scenario. The concern lies beyond that timeline and at current price levels once the Walmart rollout runs its course. No Cash flow reported.
Very interesting business, nice overview!
Thanks Hugo!