I wonder what annoyed @geoffwilsonWAM ? cc Myriam Robin Mark Di Stefano

Oh yes I'm supposed to do the thread to summarise. Basically, Regal are simultaneously talking their book on $CTT whilst talking through their hat, which is an impressive feat I have attempted to illustrate via AI image generation, poorly taxloss.substack.com/p/are-you-rece…

Are you receivable? A slightly wonky analysis of why some of Regal's claims in Ally Selby's Livewire Markets $CTT article don't pass the sniff test open.substack.com/pub/taxloss/p/…

So Geoff Wilson are you willing to put number go up boy Osher up against me in a chat? maybe Ally Selby could moderate?

Can anyone give me a good reason why quotes are being given to Capital Brief and Livewire Markets about $CTT?

Regal is as regal does: $CTT's gotcha not as good as they thought open.substack.com/pub/taxloss/p/…

Hey Ally Selby, I'd like to give you the option to respond I wasn't afforded before I publish - my DMs are open as per usual

$CTT's china website - it's aliiiiiiiiiiiive!!!!
and the same as it was before when you clicked on China - but you can pay in CNY! rEvOlUtIoNaRy cettire.cn/cn

Hey Geoff Wilson should we discuss Cettire ? You pick the moderator?

A quick analysis of today's disclosures regarding Cettire's US sales taxes $CTT - open.substack.com/pub/taxloss/p/…

Congratulations to $CTT on getting their Q3 Net sales figures (after returns) published before the returns window has closed on Q3! Lots to investigate but margins???

Is it not strange that Cettire's Italian entity $CTT only appears to have 3 employees which is where all its suppliers are based?

but they have somewhere between 20-99 employees in China and a significant amount of their Australian employees (mostly customer service agents)

Cat Rock very much taking the 'we will defend our investment in $CTT to the earlier of death or ASX 200 index addition' much like other major holders :/