@TonysTakes123 Their "sources" are jokes. Throwing out they heard of $30M of credit card fraud over 5 years. GTFO. They brought no evidence, just 3rd party hearsay and baseless conclusions. Plus they have a Big 4 accounting firm auditing, not some local or regional firm.
@CodfishJohnny@blueorcainvest I'm still laughing at this "$30M credit card fraud" accusation. Such slop. Don't you think there would have been indictments? Further, there's a little thing called insurance that would cover this water cooler accusation. $EQPT
@CodfishJohnny@blueorcainvest Love this little nugget "I think it was like $30 million, give or take, over, I think, a 5-year period of time." GTFO, there is no credit card fraud that large going on but I heard it was $50M since we are taking hearsay without actual evidence. $EQPT
@umibozuresearch So a no name firm publishes their short position using anonymous sources and Reddit message boards? I’m sure there were no disgruntled employees interviewed in the hit piece.
@At50w50882@ACapitalLP@310Value@Adam_Wyden@ctfn_news I’m not into the weeds of the debt but as I see it on a high level, there’s multiple PE firms bidding and I’m sure each have built into their sensitivity models the varying rates. Where’s there’s smoke there’s fire and the options are telling us $50-$55 take out.