Did you watch the investor day webinar? I tuned in & out throughout the day in between my other job commitments. They were well prepared & had a lot of pretty PowerPoint slides - however, I got the vibe that they really just wanted to get people in the room drunk & happy.
While I am happy to see a bounce in TWE share price today, it seems to be off a bunch of 'Plans' that management have for TWE, rather than any hard figures indicating actual improvement. I was also not stoked to see that dividends remain suspended until they get back to leverage under 2%, which would mean not until 2028 extrapolating from their Investor Update. If that happens I'm going to be PISSED!
I did buy this as a long term turnaround, but I was expecting to collect dividends while I waited. 'Not happy Jan'.
Price $4.66 today, 4 June.