Toll Free Number:
Direct Dial Number:
Conference Code: 727318#
Materials: CLICK HERE
The call will focus on updated financial performance — which includes slowing trends, compressing margins, and deteriorating returns – since our initial short call.
We’ll also take a detailed look at the UK business, which we believe is merely a conventional food business rather than an organic one – and should be valued as such. We’ll hit on several other key points throughout the presentation, all of which indicate the company is severely misunderstood and mispriced.
Our sum-of-the-parts analysis suggests substantial downside.