I guess I kinda liked it. The new team projected an air of quiet competence. No boasting about what had been fixed, just reported results that showed it HAD been fixed. One concern: is this really the time for a big expansion in Mexico?
I was disappointed that there wasn't even one 'shareholder value' type question. That seems to be the greatest drag on stock price. Throw us SOME hope of a bone some day and watch the gains.
I just listened to the conference call myself, and I have listened to many since I began investing in EZPW in early 2004. I like to new management team. Really lots to like: e-commerce division, charge cards, expansion into UK via online loans, Mex, Can, etc. I think this stock is a great buy on a pure metrics standpoint, and I see 2012 being a great year - 3.1+ a share would be huge in our global economic climate.
That said, I find it unbelievable that no analyst asked about the multi-million dollar management agreement. It may be the only question I have at this point...LOL. Anyway, looking forward to another great year.