CHL 2.27% $1.29 camplify holdings limited

2023FY Thoughts, page-4

  1. 72 Posts.
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    Apologies also everyone for the formatting on the original post. I've learned now not to bother cutting and pasting from a Word doc into here.

    Looking forward to seeing the quarterly results on Monday. There will be a number of things I'll be interested to see including:
    - Operating Cash burn (or surplus) for the quarter.
    And the underlying expenses trend with marketing and salaries/admin expenses.

    - UK and Spain momentum updates - particularly Spain - something tells me I should be paying more attention to this potential little pocket of growth. To date I have treating it as a bonus.

    - How close are they now to profitability?
    I wasn't expecting for it for a few years but if they show they are getting there much sooner then it should be warmly received by a market that is now very sensitive to loss makers (but also rewarding those turning this around quick)

    - NZ update
 
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