Forum Topics FDV FDV Quarterly Review

Pinned straw:

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reddogaustin
Added 8 months ago

Great straw @Bradbury .

I thought this report has cracked the nut on displaying and describing their business Units via geography, a long held complaint by would-be investors as I understand it.

For me, QoQ is less valuable then PCP, as these markets move so wildly at times that i'm not convinced that QoQ is a fair comparison practically. Still worth doing, but I weight it lower in FDV's case.

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Bradbury
Added 8 months ago

I agree that QoQ is probably a bit short sighted in comparisons, however its more the significance of some of the moves that are probably impacting my sentiment a little a the moment. The other way of looking at it is that if you zoom out and go back to Q1FY22 revenues, LATAM is only up 16%, MMG is flat and ASIA is down 37%, which is less than favourable.

I'm still a holder IRL and on here, however I think there needs to be some traction soon to validate the business case.

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