Leo Kang from Plum Capital on $ATTO
Yet Another Value Podcast
Is the EBITDA Consistent With the Company?
The business, as I told you earlier, underperformed historically from say 2014 to 2018. The management team, including the CEO and CFO were both replaced with fresh blood,. Carlos and Jose came in as CEO and Cfo respectively. Back in 2019, they immediately released three-year business improvement plan. They want to hit about 13% EBITDA margins in 2021. And based on my sort of understanding of the management team, it's very much under-promised and over-deliver type of management team. But the trajectory of hitting that 2022 guidance seems to be well on track.
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