Dan

[Dan @D8668393]

@Act2Capital @kilroy_jay So $8-$9ish a share? Seems reasonable. I agree though, time to pursue strategic alternatives

[Dan @D8668393]

@OtterMarket @Mr_Neutral_Man @LukeWolgram No, no - keep writing, please! 🙏🏻

[Dan @D8668393]

$CREX numbers getting worse - still can’t execute on a large backlog - same excuse of “timing” or slipping into next Q - threw a Hail Mary with an acquisition - so glad I got out of this 💩

[Dan @D8668393]

Classic how to catch a falling knife $thry

[Dan @D8668393]

$thry I’m assuming this keeps selling off due to all of the downgrades? Didn’t think the numbers were that bad

[Dan @D8668393]

@RxPic @Wolfdog_Capital @stockgutter Rick can’t even hit a 60-80m guidance range. Let’s add more to the plate 😂

[Dan @D8668393]

@DeepSailCapital @kingdomcapadv @RxPic @FBuschek So where does management take the company from here? I’ve kinda lost trust with Rick at this point. Large backlog, couldn’t execute on guidance, then doesn’t give guidance for next FY, strategy was to de-lever BS, then re-levers w/ this deal. Q over Q seems wishy washy

[Dan @D8668393]

@AltaFoxCapital After Q1 25 call, any updated thoughts? Seems like the setup is even better

[Dan @D8668393]

@FBuschek @RxPic @DeepSailCapital Leaning towards bad - not sure why the chief strategy officer is announced to be on the call, as well? If you had good news, wouldn’t you have the call right after to discuss said good news?

[Dan @D8668393]

@RxPic I find it pretty odd it’s on Friday after market close when it’s usually pre market in the morning. Also why is the chief strategy officer on the call all of a sudden?

[Dan @D8668393]

@FBuschek @RxPic @DeepSailCapital Florian what’s your probability on change of control?

[Dan @D8668393]

@sammccolgan lol

[Dan @D8668393]

@sammccolgan What happened to CREX?

[Dan @D8668393]

@FBuschek @RxPic @DeepSailCapital True…. Good point. I retract the previous statement about buying time for specifically a capital raise. … I think they’re negotiating and will use debt or part of revolver. Not sure a cap raise makes sense… bigger point being - I don’t think buyout offer is on the table

[Dan @D8668393]

@RxPic @FBuschek @DeepSailCapital I would assume buying time to finance with capital raise

[Dan @D8668393]

@RxPic @FBuschek @DeepSailCapital What’re your thoughts on another delay to agreement?

[Dan @D8668393]

@RxPic @FBuschek @DeepSailCapital Thank you for your insight. Do you think shares rally or sell off from either of those scenarios? Avg down now or later

[Dan @D8668393]

@RxPic @FBuschek @DeepSailCapital What’s your probability on a buyout ?
Just curious - I also find it strange they haven’t amended the credit facility

[Dan @D8668393]

@Mike10947310 What’s the usual place? Do you have a blog I can follow?