@ROICAHOLIC76@PD13158196@mario_cibelli Not recently, $COCO management is hiding the impact of Aug 1 tariffs on Brazil and Philippines. Investors are in for a rude awakening next report.
@Pharmdca I do not get your optimism for $OSCR. They have a serious cost problem this year which they can't fix for at least 2-3 quarters, then they have potentially millions of people being priced out of their policies because of OBB next year.
@BuffaloBillCo @atlas_invst Sydney Sweeney tie up did nothing for Hey Dude $CROX, not sure why there is such massive optimism among the investing community for this.
@CapitalFang@BlackSailsRsch Their TTM leverage ratio last earnings was 4.46x, the covenant limit dropped from 4.75x to 4.5x on June 28. Drops again to 4.25x sept 27.
CFO stepping down now is a red flag.
To be clear I have no horse in this race and don't plan to take any side of the trade, just discussing.
@CapitalFang@BlackSailsRsch I get the cost savings part but look at the working capital and its trend in recent quarters.
Agree that stock could be explosive if demand returns, the issue is will they survive till that point.
@biopharmacaster Terrible guide down, 2025 operating earnings went from midpoint $250m to -$250m. I do not understand the why people keep pumping this stock, this was obviously coming.