Ann: Q2 FY20 Sales Activity Update, page-7

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SimonGr

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20/01/20

18:23

Post #: 42478921
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Originally posted by BRAGG: ↑

I find their disclosures a little obscure. Seems clear that they are signing more longer term contracts than previous year but all their commentary revolves around revenue, not bottom line profit. They had revenue of $111m last financial year and made a loss, but I'm none the wiser if the increase in longer term contracts (6-7 years) means annual revenue will be higher or more importantly they are winning these contracts at values which mean they can make a bottom line profit. Will look forward to seeing the cashflow figures and half year profit report.

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I agree ... really looking forward to seeing the cashflow and profit figures. The Texas loss will affect revenue and it'll be interesting to see how much of this has been offset by contract wins over the past 12 months (I'd expect partially only at this stage - but maybe fully offset over full FY20). Their qrtly reports are very dry too ... don't exactly sell their achievements to potential shareholders.

IMO ... the real news is what lies ahead for revenue. Comparing past qrt contract wins puts the recent achievements into perspective ... ie. they're transformational IMO! See below.

Personally I'm amazed the SP is sub 80c.

Cheers,

RDF Price at posting: 52.0¢ Sentiment: Buy Disclosure: Held
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Ann: Q2 FY20 Sales Activity Update, page-7

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