SDV 1.02% 48.5¢ scidev ltd

Starting to build momentum in massive North American market....

  1. 534 Posts.
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    Starting to build momentum in massive North American market. This deal is 2x size of Iluka deal when annualised. The contracts should continue to drop and progressively get bigger.

    Run-rate revenue must be closing in on $35-$40m pa and stock actually starting to look cheap, especially if you think more contracts coming.

    Perennial did us a favour taking out the overhang last week.
 
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