RFT 12.5% 0.7¢ rectifier technologies ltd

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  1. 7,635 Posts.
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    I am familiar with this rectifier for almost 10 years , but I only have very superficial technical knowledge.
    I am more interested in understanding RFT's place in this supply chain maze.
    The expectation for RFT is to grow in an expanding market simply because their products are vital parts & its quality is well above average.
    The base case in 10 years is to grow revenues above $100m & earnings well above $10m, regardless of any supply agreement with Tritium.
    There is a blue sky potential if the Highbury is a taken up well by the market when it is ready for such technology in a year or two.
    I am setting my sight low to the base case scenario.

 
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