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clock Created with Sketch. 03/08/18
12:04
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Originally posted by notlistening14
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DPR you are bang on here.People are spitting the dummy but nothing has changed to the underlying fundamentals except for a delay of 3-6 months. People seem to be ignoring the fact that BUD is in discussions for deals - if they can close a major this could result in thousands of ohms in one hit (I will be sending in Webinar questions on this subject). in my view both the cash flow positive forecast for CY19 and the $70m in three years still stand. The reason for this opinion is that, because it is material, any change to this material news would have to be announced according to ASX rules. Further, it is far too early in the game to say that there is no chance of achieving those figures! Global businesses take time, its only just been 12 months! We’ve only been distributing in one region for a full quarter now - people quoting Quarterlys before January clearly have no idea of the business.We had 51% growth this quarter and we were distributing at less capacity than last quarter!!!
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I think a few doubters here should ponder this sentence in the attached pretty worrying Paper on looming energy poverty in Australia:https://assets.kpmg.com/content/dam/kpmg/au/pdf/2017/census-insights-energy-poverty-australia.pdf
Last edited by
RVR :
03/08/18
