Michael Field
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Appearances Over Time
Podcast Appearances
It just means that maybe you're a bit more strategic about particularly the first two games and you may be introduced, like still go for the Eden Park one, but I don't know if you need every single one of the guys available.
I think you could take a longer term view on it.
It's an interesting one.
So ultimately, we think it's a great company.
It's hugely fastly growing.
It's got some great businesses within that with some great potential.
But as you can see, with such levels of growth comes great uncertainty.
And now this has come out from Goldman Sachs, one of the huge assumptions that this business, this particular unit needs to grow by 100 fold over a relatively short time period.
So you can see these kind of pressures
would lead us to think that this isn't possible ultimately, and that drags back our valuation.