@OptaJoe@OptaAnalyst@Opta@OptaJonny
Youβve missed a Hakimi Shot/SoT, 16th minute.
First clip has a replay where you can see that the ball is GOING IN.
Second clip, you can see that he doesnβt even LOOK across the box - heβs intent on going for goal.
Kindly amend this.
When the growth returns, I will see you all 200% higher. Love throwing a bit of controversy out on a Friday π
p.s. I obviously take some comfort that #SFOR just secured the GM win. Not just of course the important diversification away from tech(!) but set to be a top three account for the group by value. I also take massive comfort that there's no more major outflows from M&A this year (Β£80m in 2023) and of course the impact from rates on clients and financing line ahead! Post yesterday's update, analyst consensus marking down and up for a FCFY24/25 at 12%/22% (which supports Jefferies saying a superior free cashflow yield over peers). Get back to doubling margins as per their objectives and I will be extremely happy. Bottom of range multiples (across the metrics) suggests no confidence whatsoever but therein lies the opp also.
Good Friday turns into Bad Monday.
Unwelcome fighting talk between the US and China.
@realDonaldTrump also attacks @amazon , frightening technology around the world.
The Weekly Note, from @alpha_r2
https://t.co/WkOOuDxKZt