SMN 6.41% 36.5¢ structural monitoring systems plc

Ann: SMS Broad Operational, Key Programme and Commercial Update, page-36

  1. 4,567 Posts.
    lightbulb Created with Sketch. 1795
    I'd only agree with you Optitrader wrt $8.50 for SMN as a direct comparison to those other hopefuls based on current revenue streams, but as your fantail goldfish will point out to you Opti, SMN won't be sitting at anything like $16 odd million pa for anything beyond a year, it will multiples of that.

    And what also needs to be factored in is that most earnings, if not all, are in either US$ or C$, thus it is a fantastic hedge against a likely weakening A$.
 
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