I think you are right Pardner. The issue that has spooked me, is the head count reduction. Yes there could be a level of consolidation, but not 25. So the analysts who follow the head count driven companies like SMX and DWS, will know that it means H2 Rev will be flat. Which therefore means yet another acquisition = debt & risk. This could be why we are seeing a softening in price.
I think you are right Pardner. The issue that has spooked me, is...
-
- There are more pages in this discussion • 25 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
