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I was excited to see to the latest Cannata 40th Annual Survey! When I dissected the pie charts what I discovered aligns perfectly with all my warnings regarding the industry’s diversification. Especially the industry's dealer's aspirations on the IT services diversification. In this episode I help the Cannata Team finish the survey by highlighting details in the math.
In this recencent 10Q from Ares Capital The fair value is falling off the cliff! The senior preferred stock position has fallen 55% based on what the 10k For FY 2024 showed! I also ask questions regarding the role of the old CEO. The new leadership must clarify what exactly the Old CEO role really is. I am thinking that Visual Edge IT would have been better off not attending Printing United!
ray stasieczko
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