MMS 0.33% $15.02 mcmillan shakespeare limited

Ann: FY24 Results Investor Presentation, page-35

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  1. 432 Posts.
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    Listening to the earning call, sounded like most of the ppl wanted to know the impact of losing SA government contract. Given the results still includes the SA contract but going forward it won’t, hence future numbers isn’t gonna be as predictable. Management couldn’t really give a straight answer on whether they can cover the lost revenue from elsewhere. On the flip side, given the contract now sits with SIQ, I would have thought their growth would be better in the future period and better buy. Also SIQ seems like a more straight forward less capital intensive business.
 
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