Recommended, page-4

You don't understand how these businesses work.....the GoGetta businesses in run off, which means that as the revenues come in, the associated debt gets repaid. The recent non-cash write-downs were from Receivables (finance leases ) and PPE (operating leases) in relation to the assets being leased, which was 100% predictable once they put the business into run-off because they were not going to get some of the future revenue they previously expected. The underlying operating cashflows were up on last year, so the balance of the book is strong, IMO, these are very crazy levels which is why Allan bought more stock.