I like the contrarian addition 😉

Thanks for a follow up based on earnings! This is a really cool post to see!

I’m kind of surprised they still haven’t found a CEO yet. That makes me think they are considering leaving the interim CEO Ken Cook as the CEO. Ken Cook was the CFO previously.

Their interest expense in 2025 was $126m which is pretty outrageous when you consider their Free Cash Flow was $205m 😅

I wouldn’t be surprised if they cut the dividend again in 2026 like they did in 2025. It’s a risky play for sure. They have their work cut out for them to turn this ship around.