KLS 0.00% $4.08 kelsian group limited

Ann: Change of Director's Interest Notice (Dodd), page-11

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    Cheers FiveBob. Very useful on possible reasons behind the current valuation of KLS, and adds to my 'hold' sentiment. I found it interesting where I had the government contracts as being a big positive in terms of length of contract and low risk and with CPI increases (as highlighted in this article), the writer suggests this results in high competition as a risk. However, not sure I am too worried there, as it would be a 'difficult' transition to do for a government department and if KLS is doing a good job, the likelihood of the contract being renewed I would put as very high.

    With the acquisition in the US, I want to see the numbers in the annual and reassess from there.
    Last edited by BuffettWarren: 11/07/24
 
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