Made the mistake of ignoring recent price action and lack of...

Made the mistake of ignoring recent price action and lack of reconfirmed guidance at AGM. Still, it is basically trading under 5X EV/EBITDA by my calculations, attractive dividend, CEO with plenty of skin in the game. The price has fallen ~30% since the AGM but EBITDA guidance is revised down by ~10% and it wasn't exactly richly priced back then. Of course the first downgrade is rarely the last but is this signalling permanent decline in the business, I think it's unlikely.