We saw the inevitable moderation of cash. We kind of know now that ebitda margins are 20%+, so we can ignore the cashflow statements as they will be very lumpy and focus on the ebitda margins for how profitable these contracts are.
The big takeway is ramp up in pipeline to $175m vs $130m. Technology division sounds like they have all but locked in a big one for Q4. Still feels like you are buying CUM highcom armor contract at these levels.
Cashflow retraction might spook some people, but the strong outlook I think will cover any short term panic.
I get a feeling we go up today, its just whether we see the normal sell the news brigade coming in strong after.
This is a hold and add on weakness until next news item now for me.
cheers
Ann: XTEK Limited H1 FY 23 Results - Investor Update, page-4
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