Thank you @smalldog there are some key takeaways from that interview which convey to me that this stock is quite a growth story. Those keys are :- 1. that their penetration of their overseas markets is very much still in its infancy from both a volume and product perspective 2. their processes are largely protected by global patents 3. commodity prices seem irrelevant as a percentage of their operations 4. there are large barriers to entry for competitors. 5. some of these keys add up to building a reasonable moat for themselves.
The whole of the interview revolved around nothing but further growth - not only organically but with the use of acquisitions funded by strong free cashflow. I will say it again - it's hard to see why the SP languishes. The company is not only 100% ESG themselves but is assisting other industry need to meet suggested ESG targets. They are also into research and development of further and better processes while making a profit. How can they be out of favour?
Maybe it looks so good that it is hard to believe. I do see that there is reason to be somewhat cautious about how the integration of acquisitions plays out and how the accounts look after a period of consolidation but it does look as though they are on the cusp. Undervalued.
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Last
33.0¢ |
Change
0.005(1.54%) |
Mkt cap ! $172.8M |
Open | High | Low | Value | Volume |
33.0¢ | 33.0¢ | 32.5¢ | $45.78K | 139.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 77666 | 32.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
33.0¢ | 41156 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 77666 | 0.325 |
8 | 224643 | 0.320 |
4 | 144522 | 0.315 |
16 | 280979 | 0.310 |
6 | 203163 | 0.305 |
Price($) | Vol. | No. |
---|---|---|
0.330 | 38746 | 7 |
0.335 | 27642 | 2 |
0.340 | 42980 | 3 |
0.345 | 1737 | 1 |
0.350 | 12752 | 4 |
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