EVS 1.82% 5.6¢ envirosuite limited

Ann: Ceasing to be a substantial holder from MQG, page-27

  1. 584 Posts.
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    I was a long term holder and got back in at 10c when it showed strength after the SPP.

    You win some and you lose some but seemed like a decent bet at the time as the chart broke it's downtrend. Up 2.5x so far but more to run next year IMO.

    I think with Glasgow in full swing, net zero targets and carbon consciousness, environmental monitoring is a really powerful thematic. Not to mention all the other bows in their string. The punters haven't really latched onto this one yet but I feel EVS is going to get some strong momentum this qtr and into next year.

    The tailwinds are there, management really need to deliver in what should be a really bullish commercial environment.
 
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