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Karcus

343 Posts.

153

03/01/25

08:57

Post #: 77254975
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Originally posted by stefanis: ↑

Will be interesting to watch the trajectory of this business over the next 3 years.

I like the growth potential from a very granular customer and product mix in existing markets and then we have the geographic expansion potential as well.

Of course to invest you have to first make a determination on the Coneliano families control at 70%. I feel they would understand the business extremely well having run it since its founding, they also have genuine reasons for the IPO which would facilitate some family members having an available path to liquidity when they have reason. Its also allowed the business to be net cash, which is a position i tend to favour in companies i invest in these days.

Their acquisitions to date have predominantly been small and sensible. Nothing like a heavily invested management to build a patient business owner mindset. Renumeration and share incentives seem reasonable enough and fair to minority shareholders.

Valuation wise around a PE of 20 and a dividend yield of 3.8% it seems investible when compared to what you are now paying for the high quality end of listed companies.

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Just started looking at this interesting company
Do you know why there was a revenue drop this year after years of hood growth?
New pattern and now a value company not growth? Or a bleep in a growth story?

RDX Price at posting: $4.50 Sentiment: None Disclosure: Not Held
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(20min delay)
Last $2.06		Change -0.030(1.44%)		Mkt cap ! $1.081B

Open	High	Low	Value	Volume
$2.06	$2.10	$2.05	$1.141M	552.5K

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No.	Vol.	Price($)
16	88633	$2.05

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Price($)	Vol.	No.
$2.08	20830	3

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No.	Vol.	Price($)
16	88633	2.050
4	15220	2.040
5	22709	2.030
4	3893	2.020
7	13292	2.010

Price($)	Vol.	No.
2.080	20830	3
2.090	9996	2
2.100	5242	2
2.110	8117	2
2.120	3109	2

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