Cheers - appreciate the response and thanks for your input! Always great to have your investment thesis questioned by a knowledgeable poster. I think your concerns and experience of issues like this are worth taking note of - I just feel they have an explainable expense squeeze and their commentary says they will reign this in and if they do I think increased sales and capacity to deliver (provided they also materialise) will obviously do good things for shareholders.
SE1 Price at posting:
8.0¢ Sentiment: Hold Disclosure: Held
