I listened to the call - haven't seen any published comments. This is TREASURE. The issue appears to be a big cash burn due to rising receivables (mainly because of sharply higher fuel prices, but also an acquisition). I think whoever is selling is not thinking very clearly - this is a company that is really doing well. EPS growth has been disguised by a share offering from last year. NI growth was 29%. I want to see how this one shakes out, but this is "Top 20 model-worthy". My target for a year out is likely 45 or higher. 15PE on 2-year out non-GAAP EPS would be closer to 50.
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