Oops that was badly edited and catty too…
Here’s the relevant excerpt again from a LiveWire Markets interview last month mentioning SMN and Wilson Asset Management regret at not previously entering.
cheers
NB the price here that day was 90c.
https://www.livewiremarkets.com/wires/outlook-for-small-to-mid-cap-australian-companies
Here’s the lead …
•25TH MAR, 22While the outlook for equity market remains uncertain, investments in Australian small-cap companies remain compelling. Find out more about the sectors the WAM Capital (ASX: WAM), WAM Microcap (ASX: WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) investment team are watching in an Investor Q&A webinar with Lead Portfolio Manager Oscar Oberg, Portfolio Manager Tobias Yao and Equity Analyst Sam Koch.
and the relevant excerpt:
…Camilla Cox: Thanks Tobias. Sam this one is from Bob who says: what are your thoughts on Structural Monitoring Systems (ASX: SMN)? After the announcement of the breakthrough FAA certification is there anything more that is required before WAM Microcap becomes a shareholder?
Sam Koch: I think that is a great question and I have looked at Structural Monitoring Systems and obviously the FAA’s recent approval is a massive tick, a massive validation of the technology that they have. At the moment it comes down to execution in terms of executing the commercialisation post that approval. When you look at the share price and what it has done this month, the stock is up 100%.
With a $120 million market cap I think they did $18 or $15 million in revenue over the last two years before coronavirus, so their expectation is building already within the share price, that they will be able to execute accordingly. At this stage we are probably looking for a better entry price.
Oscar Oberg: And Bob we have not caught up in person for a long time, you have been telling me about Structural Monitoring Systems for a long time, I am sorry, we should have invested in it.
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Last
59.0¢ |
Change
0.005(0.85%) |
Mkt cap ! $79.66M |
Open | High | Low | Value | Volume |
58.0¢ | 59.0¢ | 56.5¢ | $28.10K | 48.44K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 4130 | 56.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
59.0¢ | 2249 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 4130 | 0.565 |
1 | 85 | 0.560 |
1 | 4518 | 0.550 |
1 | 4644 | 0.535 |
4 | 20500 | 0.530 |
Price($) | Vol. | No. |
---|---|---|
0.590 | 2249 | 1 |
0.595 | 1000 | 1 |
0.600 | 1893 | 1 |
0.610 | 1716 | 2 |
0.625 | 9109 | 1 |
Last trade - 11.36am 14/10/2024 (20 minute delay) ? |
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