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The way Wall Street is currently evaluating companies, unless you consistently beat earnings plus offer a grow story, you are immediately punished with a share price drop in the 10 to 15%.

So an impact on 5% on their quarterly earnings could easily cost them 150 to 200 billion in market cap, even if on a temporary basis.

Interesting, thanks for the insight.
That + whatever they need to change for the UK market if they are found anti-competitive. That will likely cost them more than 5% ongoing.