EVS 1.85% 5.5¢ envirosuite limited

Ann: Envirosuite Reports Q2 FY2021 Sales Update, page-64

  1. 106 Posts.
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    Possibly they might want to release tomorrow afternoon so readers have a chance to digest over the weekend without anything "knee jerk" happening.

    Have a good amount of faith in the company, but I'd guess they may have seen some discounts/extended payment terms in the airport space. While I doubt they would have lost any significant contract volumes, a big part of revenue for airports is real-estate (retailers, airlines themselves renting bays etc.) and actual movement numbers (every time an aircraft touches down the airport takes their piece).

    So yes the legislation that requires us is still there and the airports themselves would not want to start from scratch with letting us go just to bring us back but as they are likely public listed companies themselves with their own shareholders pushing to retain capital etc. so extending or discount negotiations would be a logical step in my view when they have possibly had to do the same themselves.

    speculation of course, and as always just putting myself in their shoes when airports have had a bit of doubt for us from some investors in the past they may see, if that eventuates as vindicating their concerns.

    Personally for me it would just delay the inevitable.
 
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