CPV 7.06% 45.5¢ clearvue technologies limited

Good to see this trading up. I am a previous holder but sold out...

  1. 46 Posts.
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    Good to see this trading up. I am a previous holder but sold out has I do have concerns about the pay back over the life of the windows. I did lose some money however would have lost a lot more if still holding.

    I did think the second last page of the investor presentation, the one with financials was interesting. Essentially they are saying that approx 50% of the payback is the increase in asset price. Not sure how they calculated that. Again the pay back with energy savings was underwhelming for me.

    It is a really exciting product, but I don't feel the technology is there yet. I am glad CPV are somewhat downscaling their expectations a little, it was all about windows on large skyscrapers but glad they are looking at glasshouses and other projects. I thought skylights would be a neat niche product for them.

    At least they are getting projects off the ground, so better placed then 12 months ago, but I am still just a watcher at this point unless something significant happens.

    Best of luck to all the holders.
 
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Last trade - 16.10pm 02/05/2024 (20 minute delay) ?
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