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@Plainview_85 "@do_em_go Thank you. I think you are overestimating the impact to EBITDA on the $23mm. AR = revenue. If margins are say XX% the impact is $5MM"
@Plainview_85 on X 2025-07-19 22:29:49 UTC XXX followers, XXX engagements

"Remember. You own a turnaround situation. This comes with the territory. Big picture important. Debt to cash flow near 1x and maybe a X multiple on EBITDA. We have a margin of error here"
@Plainview_85 on X 2025-07-20 00:38:32 UTC XXX followers, XXX engagements

"$BNED while the PR is yucky its $23mm of AR over 2y on a $1.6bn rev biz. Rounding error to earnings on a net basis. The biz was a dumpster fire thats in the process of being fixed with new mgmt. Bigger story is the surge in FDC with more to come in XX. FDC much higher margin"
@Plainview_85 on X 2025-07-20 00:26:46 UTC XXX followers, 3012 engagements