CSX 2.70% 38.0¢ cleanspace holdings limited

Ann: CleanSpace Investor Presentation - Wilsons Rapid Insights, page-4

  1. 255 Posts.
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    6014, I thought the presentation was good and has all the attributes of a fantastic little business within a niche part of a growing TAM. I do believe that COVID has created a shift in disease control PPE and I am aligned with their reasoning for future growth. There is also nothing significantly new in the document of any importance that is not already known by the market - but admittedly this is a great refresher of great little Australian Company and strong leadership team.

    I was looking intently for any new material, hidden within the document to provide any indication of earnings, revenue, etc. - but nothing. Just more of the same information already known to us all. But that's ok with me because this isn't a trade opportunity for me with a day/month view. I am long here and accumulating as much as I can at these depressed prices.

    So for me after reading the presentation - I have challenged my thinking and any potential anchor bias to my investment here and have reaffirmed the following:

    Great innovative and industry-leading product / great leadership / growing channels / Growing TAM / net cash 42.5m / market cap is 137m with an immediate scalable revenue of 100m - pretty simple I think.
 
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