From thoughts posted a few months ago:
I think today's update - specifically for a $1m Revenue upgrade translating into more than a $1.5m increase in EBITDA - a goes a long way to validating CCR management's insistence that margins become temporarily depressed due to on-boarding expenses, and that once the on-boarding process is completed, those costs get backed out.
Which means that the current P&L, which also reflects embedded on-boarding costs, is also pregnant with a few pleasant surprises in the future.
So even though management had been at great pains to explain this dynamic, the market's predilection for focusing only on the very short-term meant that it had some time ago totally tuned out to management's justification for the seemingly-sluggish operating leverage.
I expect today's update will go some distance to getting the market to now think:
"Gee. Actually, it looks like the company's executives weren't making it up after all."
.
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Last
24.8¢ |
Change
0.003(1.02%) |
Mkt cap ! $103.3M |
Open | High | Low | Value | Volume |
24.5¢ | 24.8¢ | 24.3¢ | $288.0K | 1.175M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 52468 | 23.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
25.0¢ | 93039 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 52468 | 0.235 |
4 | 34328 | 0.230 |
2 | 11130 | 0.220 |
3 | 96000 | 0.200 |
1 | 4000 | 0.190 |
Price($) | Vol. | No. |
---|---|---|
0.250 | 93039 | 2 |
0.260 | 81971 | 4 |
0.265 | 25000 | 2 |
0.270 | 105880 | 3 |
0.290 | 17028 | 2 |
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