Your disclosure indicates you have more insight on these contracts than I have. I am ex credit manager, banker and debt collector so I see things from a desk point of view to some extent although 30 yrs of investing tends to give you a few clues about what happens on the ground and the cynic in me causes me to spend hours researching. What I do not have much experience with is the hidden risks.
You are right about Morgans - they have been cheerleaders and have been pushing MSV hard. Their research always reads OK but it is at the upper end of what is likely in my view. I am not heavily committed here but I do like the turnaround possibilities.
Ann: Quarterly Investor Update, page-9
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Last
40.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $85.43M | |||
| Open | High | Low | Value | Volume |
| 40.0¢ | 40.5¢ | 40.0¢ | $33.32K | 82.93K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 12721 | 39.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 41.5¢ | 64093 | 1 |
View Market Depth
| Last trade - 15.44pm 24/05/2024 (20 minute delay) ? |
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Last
40.5¢ |
Change
0.000 ( 1.25 %) |
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| Open | High | Low | Volume | ||
| 40.5¢ | 40.5¢ | 40.5¢ | 3994 | ||
| Last updated 14.16pm 24/05/2024 ? | |||||
| MSV (ASX) Chart |