Management just overspend if they run it like a private business...

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TheSeaDog

34 Posts.

19/12/16

20:56

Post #: 21445286
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Originally posted by BkrDzn ↑

I never disagreed that it can't go lower and management execution has been poor, which is stating the obvious, and the risk many have been willing to take as management execution is always key to companies like this. Catalysts are unclear at this point for a turnaround but deploying India and showing more wins will turn it around, dumb thing to say it can't ever. For those wanting management to buy, plenty of examples where they do buy only to release bad news or downgrades. Selling the assets to realise value, I'll let others speculate on those things.

OOH media is a hot space and the screens are fine in my view, I see them regularly and plenty of people will notice, need the EMBARK integration to show real value as per the CL post which saw good engagement despite a law firm being the key advertiser. The whole argument about no one watching is sort of a moot point for XTD, its an industry thing as how many people stop in the street to watch a billboard blaring at an intersection? Either you believe it works or not and have value to an advertiser or its doesn't and its a multi-hundred million dollar per year industry.

If you want a pat on the back for saying the SP will go down when its in downtrend, happy to give you one m80. If you can put an order in at 0.0005, you might just break the ASX.

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Management just overspend if they run it like a private business there will be a lot more money. Maybe XTD is an easy entry for JC Decaux. That makes it a defensive take out for APN.

XTD Price at posting: 9.1¢ Sentiment: Buy Disclosure: Held
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Management just overspend if they run it like a private business...

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