business sa demands nuclear industry, page-5

I'm not an SDL holder atm but it is an interesting stock to me.

They put out a presentation today as there is a big conference in South Africa where I think PEN is presenting too.

Here is the SDL presentation.

http://www.asx.com.au/asxpdf/20140206/pdf/42mkkpd3sblp19.pdf

Page 13 is of interest to AGS holders because it has a cool graph that shows margins and payback time frames.

If AGS did this you would see the red line being "total free cash flow" would only dip marginally and then turn positive very early 2015. This is less than 12 months away.

This is why I think AGS has got to be on the verge of a major re-rating.