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Ann: Appendix 4E and Annual Report, page-122

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sharebroker1

11,187 Posts.

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24/08/20

19:17

Post #: 46779138
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Originally posted by dabozza: ↑

Thanks @gattertop and @nooneimportant for your responses.

My question around understanding the business is important because 1) it lies at the heart of whether this is a scaleable business and 2) understanding if there are barriers to entry from other companies (the old "moat" chestnut). The more I read, the more I am convinced of #1 but not #2.

The points you both make about Covid-19 impacting is extremely relevant, and so too is the next few years of potential global recession that the likes of the OECD are forecasting. If Covid-19 impacts the bottom line, then so will the recession. And this will continue the pressure on margins. Particularly as they have locked in +30-50% in operational costs, so the first chunk of revenue growth will be eaten by that before EBITDA starts moving.

I am not being a hater on EML, far from it. Clearly huge upside potential with EML, but also acknowledging the downside potential which has been borne out to some degree in the most recent annual report.

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That is a reasonable post!.
You raise some good points, and all that aside, i am leaning towards the huge upside theory!
But anything is possible in this market!
The next month will be telling for the company !

EML Price at posting: $3.19 Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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(20min delay)
Last 64.5¢		Change 0.045(7.50%)		Mkt cap ! $243.2M

Open	High	Low	Value	Volume
60.5¢	65.5¢	60.5¢	$1.108M	1.739M

Buyers (Bids)

No.	Vol.	Price($)
1	12534	64.0¢

Sellers (Offers)

Price($)	Vol.	No.
65.0¢	26324	3

View Market Depth

No.	Vol.	Price($)
1	12534	0.640
2	49370	0.635
3	52534	0.630
3	72534	0.625
2	16301	0.620

Price($)	Vol.	No.
0.650	26324	3
0.655	45763	4
0.660	19212	7
0.665	55137	5
0.670	142048	5

Last trade - 16.10pm 07/10/2024 (20 minute delay)

EML (ASX) Chart