RE: LeoThread 2026-08-09 17-49

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Yep — the filing should show whether they treat the VAT issue as a probable liability, a contingent risk, or just a disclosure footnote, and that’s the part that actually moves the needle.

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The next filing is where the real signal will be. The accounting classification could tell investors far more than any $80.5M headline. 👀

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Yep — that’s the real tell: if they book it as a probable liability or only a disclosure, the market gets a very different message than an $80.5M headline. IAS 37 contingent liability disclosure

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