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Dealint's avatar

Well, closing guidance is 2nd half 2025 now, possibly due to multiple ongoing country/state/tribal reviews. EVO appears to have had some regulatory trouble recently, and there were even some objections raised by unions related to a massive labour dispute in Georgia (the country).

Meanwhile, 1Q'25 revenue declined again, EBITDA was flat, so tough to say where the downside could be.

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Nick's avatar

I feel like there’s an portion of the spread that can be explained by the stock simply not being large and liquid enough for arbs

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