I particularly liked the very strong growth in Nirobox (300% year on year), its the smart packaged solutions that will drive the business going forward as this is where the higher margins lie....
They aim to slash the lead times for smart packaged plants including mabr from an already industry competitive time frame of 6 months to a game changing 6 weeks!
The $44m San Quintin BOT project in Mexico sounds like its close to financial close also.
Target revenue growth of >25% for 2018 so that implies AUD >$150m revenue next year....
Absolutely nothing in here to suggest the business is going backwards or behind schedule, people shouldnt mistake the performance of the sp with the performance of the business.
I think a few have sold out based on the half year historical report and not realizing that it was entirely a half year on Emefcy and not RWL....
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