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2.5¢ atomos limited

Thanks for your informative commentary.Just curious about what...

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DocTango

43 Posts.

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14/07/20

20:59

Post #: 45864827
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Originally posted by composer: ↑

Thank you.

Good pick up also on that statement. Some of that reduced cost base would have presumably be due to the tapering off of costs associated with their platform development. Hopefully once sales pick up, operating leverage would kick in.

If you also look back at the past 3 half-yearly reports, the latest shows a +3% growth in revenues and a corresponding -2% reduction in CoGs. A good initial sign at first glance.

All in all, I do think the share price will get re-rated once the market has greater certainty over the impact of covid19 on the financials, supply chain, market segments etc. We have had update but the details will be in the annual report (both financials and commentary).

Progress is also been made by the company to reduce reliance on hardware sales and gain exposure to the software sales, which is more than likely to be higher margin and ebitda accelerative given most of the costs are associated with development and is expected to taper off over time.

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Thanks for your informative commentary.

Just curious about what software Atomos sell?

My understanding is it's a hardware-only company.

Last edited by DocTango: 14/07/20

AMS Price at posting: 42.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 2.5¢		Change 0.000(0.00%)		Mkt cap ! $30.37M

Open	High	Low	Value	Volume
2.5¢	2.5¢	2.5¢	$12.51K	500.5K

Buyers (Bids)

No.	Vol.	Price($)
4	491174	2.4¢

Sellers (Offers)

Price($)	Vol.	No.
2.5¢	9728	1

View Market Depth

No.	Vol.	Price($)
4	491174	0.024
1	100000	0.023
5	690969	0.021
5	567830	0.020
1	100000	0.019

Price($)	Vol.	No.
0.025	9728	1
0.026	105000	2
0.027	50000	1
0.028	107000	2
0.029	100000	1

Last trade - 15.31pm 11/11/2024 (20 minute delay)

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