20 Comments

Hi Aaron, appreciate if you can point out how do you get the 'inc. in borrowings' and 'inc. in CAPEX' figure. Thank you for the analysis

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Congratulations! Very interesting! I subscribed and added you on Linkedin

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Hello how did you calculate your inventories, receivables, payables, and contract asset figures under WC?

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Hi do you conduct course on valuation? DCF etc

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How do you get fcf?

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Thank you Aaron, vary good analysis and reports.

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2020 inventory 1666, 2019 919, so ideally change in inventory is - 747, but in the cash flow it's - 465 for 2020. I maybe wrong. Just trying to understand.

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Hi, trying to understand the cash flow that you built. The chnage in in working capital on the P&L is not matching the COperating flow sheet

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