Feb. 14 at 6:24 PM
$BLDR wonder if the Q3 conf call transcript suggesting “we’re at a bottom” is repeated next week and “accelerating growth”—-which metric?
Given permanency of calls, both truth and transparency on -*ALL topics* is how were measured.
“We've made 38 acquisitions”
“Our net debt to adjusted EBITDA ratio was approximately 2.3 times, while our fixed charge coverage ratio was roughly six times”
“We remain comfortable with our net debt levels”
“These improvements, combined with our scale, have positioned us to accelerate growth as we return to a normalized starts environment.”
“Hey, Matt. It's Peter. I think you're right for the most part. It's not necessarily an SAP thing…..We're seeing the stabilization. We're getting close to the bottom. The real question comes when does the turn happen? Sooner you know, the sooner the better. We're ready to go. But we need a little cooperation.”
$HD $LOW $BLD
https://x.com/pbdspodcast/status/2022679726486159623?s=46&t=XjkRDPkufei_lYFEsHu0fA
