I would say both have potential, IMO.
1PG - good upside potential, just need more info on new signing, if any; and more info about revenue - obviously currently hammered because of high cash burn rate and low cash receipt. They are addressing the cash burn rate (the cash burn rate slows down QoQ), and hopefully they are addressing the low cash receipt by stepping up on the trade receivable side. Then we should see a reversal from FA perspective. Upside is huge with 1PG, just need some good news to kick start the engine. Hopefully more will be disclosed in half yearly report.
XPE - obviously most of the investor is in because of the potential upside on MOU, and hopefully revenue from Telink contract. But yes, risk is extremely high due to lack of revenue information as witnessed by the wild action this week. Will need to see if today's recovery is a P&D or genuine retrace.
- Forums
- ASX - By Stock
- A Slow Retrace!
I would say both have potential, IMO. 1PG - good upside...
-
- There are more pages in this discussion • 167 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)