I don’t disagree with either of your replies, but they both sidestep the issue I raised of leadership’s recent, blatant lack of transparency and one may even go so far as to say dishonesty. It’s not “focusing on the past” to consider what was said 5 weeks ago, and pulling receipts on their recent flip flopping undermines any credibility to their 2025 EBITDA statements.
I am too invested in RVNC to hope for anything other than wild success so I can exit my position. But how can an investor make strategic long term decisions across their portfolio without reasonably transparent guidance. The best leadership can make mistakes and take time to right the ship, but the last several years have been too many sucker punches to not recognize a pattern and want out.
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