SES 2.94% 3.5¢ secos group ltd

Also increasing WC, there would be little point increasing raw...

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    Also increasing WC, there would be little point increasing raw material supplies if you didn't think there was a buyer for your final product
    ".../the Company’s decision to increase our investment in working capital to secure supplies of key raw materials"

    Similar to you, post HY report, they guided to a soft Q1, after reading the latest report, It wasn't as soft as expected, but thought the market might view it as such

    As I said before, allows for a better purchase price, so happy for it to be falling.
    slowly building a significant but not uncomfortable sized holding.
 
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