SRH 0.00% 4.2¢ saferoads holdings limited

Upcoming half year results, page-17

  1. 1,158 Posts.
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    @Rothbard
    yes I saw that- I assumed they were being conservative.
    the rental fleet had revenue of 1m for the half growing 30% half on half- likely to be about 1.4m the next half.
    I think this is a multi-year story playing out- margins are going up, there is more differentiated rather than commoditized product being developed and they are generating significant FCF. If next half is weak, it might be a good opportunity to add given I am underweight here.
 
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