HSN 0.44% $4.55 hansen technologies limited

Ann: FY24 Open Briefing, page-8

  1. 2,349 Posts.
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    All told, the powercloud acquisition has enormous potential and while it is consuming some margin, I expect this will be truly earnings accretive and a platform for significan sales expansion in attractive markets.

    While presently almost dormant, the revenue potential of 5G and the 6G they are already active in, sets them up for a great ride of the next 3-5y. The board is being refreshed and the new REM structure looks better than I expected.

    I will be adding to my position, first established in 2021 ar $4/sh, I have a near term target of 5.25 and blue sky beyind that.
 
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