CDA 1.01% $10.99 codan limited

Well i'm down to a token holding as clearly codan has great...

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    Well i'm down to a token holding as clearly codan has great potential in minelab and communications so i may add depending on news..
    imo only presentation lacked FY23 ebitda guidance considering its may.I at least prefer ebitda figures and even revenue figures appear to show 2H 23 may not be that supportive of curent sp/ div.
    Even if communications showed a 1H 16% increase in revenue 1H..
    I was a little surprised DTC has such competition eg USMC mesh contract but thats not to say DTC is equal or maybe superior to was it silvus.?
    I liked DTC saying its mesh service is not a product but a process as its improved yearly .
    I guess if codan wins US patent legal action against nokta that will have major issues for IDC/nokta /europe sales and i guess codan has a plan on how to service product sold thru e commerce globally blah blah blah.
    gltahs.
    ps i don't like it when companies state the value of a sector they r in,thats like a milk bar suggesting they are in the $20b whatever global convenience store sector.
 
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