Post #844 by abromber on the Falling Knives board

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- Manlobbi

Investment Strategies / Falling Knives

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Thanks. Revenue is still dropping 10% YOY, and from what I can tell, a significant portion of debt will have to be refinanced at higher rates in next few years. OTOH, margins are steady, and the stock is trading at half its book value, and they cut the dividend in 2023 which hurt the stock price but gave them financial breathing room. The company has a relatively new CEO - the former CFO. I like their brands. But I cannot see any real prospect of a turnaround (yet.) I will continue to watch.

abromber

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