6014, I thought the presentation was good and has all the attributes of a fantastic little business within a niche part of a growing TAM. I do believe that COVID has created a shift in disease control PPE and I am aligned with their reasoning for future growth. There is also nothing significantly new in the document of any importance that is not already known by the market - but admittedly this is a great refresher of great little Australian Company and strong leadership team.
I was looking intently for any new material, hidden within the document to provide any indication of earnings, revenue, etc. - but nothing. Just more of the same information already known to us all. But that's ok with me because this isn't a trade opportunity for me with a day/month view. I am long here and accumulating as much as I can at these depressed prices.
So for me after reading the presentation - I have challenged my thinking and any potential anchor bias to my investment here and have reaffirmed the following:
Great innovative and industry-leading product / great leadership / growing channels / Growing TAM / net cash 42.5m / market cap is 137m with an immediate scalable revenue of 100m - pretty simple I think.
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Last
48.0¢ |
Change
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Mkt cap ! $37.22M |
Open | High | Low | Value | Volume |
50.0¢ | 50.0¢ | 48.0¢ | $7.345K | 14.75K |
Buyers (Bids)
No. | Vol. | Price($) |
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2 | 7518 | 48.0¢ |
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Price($) | Vol. | No. |
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52.0¢ | 1232 | 1 |
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No. | Vol. | Price($) |
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2 | 7518 | 0.480 |
1 | 12000 | 0.465 |
1 | 13789 | 0.455 |
1 | 39999 | 0.445 |
1 | 1500 | 0.435 |
Price($) | Vol. | No. |
---|---|---|
0.520 | 1232 | 1 |
0.530 | 26446 | 2 |
0.540 | 7564 | 2 |
0.550 | 10493 | 2 |
0.555 | 1200 | 1 |
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