CBIS came on board with a lot of debt and they've realized that. I don't know where the growth is coming from but it's still at a decent yield around 4%. It's just as I said it's where what will they be like in ten years time and I don't really know the answer to that questionYeah next question is again from Adrian and he asked us did you look into CBIS debt restructuring do you have an opinion if they are making the right decisions hereYes so this was also one of the quarterly calls that I actually dialed in and even they answered the question for me which was also funny but the CFO spoke to quite some extent about this.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!