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
38.0¢ |
Change
0.010(2.70%) |
Mkt cap ! $29.79M |
Open | High | Low | Value | Volume |
38.5¢ | 38.5¢ | 38.0¢ | $1.47K | 3.833K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 9999 | 38.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
46.0¢ | 1500 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 9999 | 0.380 |
1 | 9000 | 0.365 |
1 | 30000 | 0.360 |
1 | 10000 | 0.350 |
2 | 7800 | 0.330 |
Price($) | Vol. | No. |
---|---|---|
0.460 | 1500 | 1 |
0.465 | 1300 | 1 |
0.475 | 917 | 1 |
0.480 | 1523 | 1 |
0.490 | 1600 | 1 |
Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
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