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It seems to me that the CEO talks good ()a bit hype) and...

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25/02/21

20:48

Post #: 51338712
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Originally posted by Onit42069: ↑

Not great. One of my worst picks from 2020 but a good lesson to cut hard and cut fast as I should have done with the first miss late last year. Assuming telecommunications has bottomed rather than continuing to decline (seems unlikely) and Comdain delivers the 15% revenue increase, and that margins stay the same (and aren't trending down - particularly telco, though I think that unlikely) my estimates have FY21 EBITDA at $88m which is below most expectations I can find.

Posters here have raised very good questions about disclosures from management regarding past issues and it continues today. I may be wrong but while procurement and contracting delays from COVID have been covered in the past, particularly with respect to Comdain, I don't believe the company has made mention of 'shortages of client supplied materials' before.

I think I'm out of this one but it will be a little painful lesson to learn.

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It seems to me that the CEO talks good ()a bit hype) and delivers less.

SSM Price at posting: $1.34 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last $1.28		Change 0.010(0.79%)		Mkt cap ! $785.3M

Open	High	Low	Value	Volume
$1.26	$1.28	$1.26	$1.462M	1.154M

Buyers (Bids)

No.	Vol.	Price($)
1	62	$1.27

Sellers (Offers)

Price($)	Vol.	No.
$1.28	27347	3

View Market Depth

No.	Vol.	Price($)
1	62	1.265
2	9095	1.260
4	11079	1.255
3	21000	1.250
2	5973	1.245

Price($)	Vol.	No.
1.275	27347	3
1.280	39759	4
1.285	19137	2
1.290	4149	2
1.295	2469	1

Last trade - 16.10pm 06/05/2024 (20 minute delay)


Last $1.27			Change 0.010 ( 0.37 %)
Open	High		Low	Volume
$1.26	$1.27		$1.26	172481
Last updated 15.59pm 06/05/2024 ?

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