Colin King — Does anyone prefer these longer format quick value recap posts?
Recent ones:
$PTLO
https://t.co/UXF8IAabf5
$AXTA
https://t.co/FmJQ7wU671
$NATL
https://t.co/632K3fPe1N
$PBI
htt…↗
August 2025 · 5 mentions
Aug 21
Colin King — More $NATL notes...
Why is ATMaaS a big deal for them?
Targets 60-70% of bank spend on ATM management
NATL gets to pitch ~20% overall cost reduction
NATL gets >2.5x sales com…↗
Aug 21
Colin King — Key "mix shift" assumption behind $NATL revenue/earnings growth outlook to 2027
Move from 3% ATMaaS mix to ~21% mix https://t.co/pqdzb0ZcCI↗
Aug 20
Colin King — $NATL
1) NCR spun off Atleos (NATL) in 2023
2) Laid out 2027 targets for 6% rev growth, 15% EBITDA growth, $500m FCF during inaugural investor day
3) Most/all sales & earnings g…↗
Colin King — $NATL
CEO laying out FCF math over the next 6 quarters and potential uses for that cash... "not interested in paying a dividend" https://t.co/zGQ3hCckrh↗
Jul 15
Colin King — Anyone close to $NATL story?
This was the ATM piece of the NCR spin-off... analyst estimates close to $6 EPS in 2027 and it's at $28... is this real?↗