SP3 5.26% 2.0¢ spectur limited

Ann: Spectur Business Update and Investor Briefing, page-28

  1. 13,600 Posts.
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    Guilty as charged.

    I've continued to be optimistic about this stock since I first got in. I'm sitting on a significant holding for my portfolio with an average around 6c.

    I've tracked the accounts in detail since Q1 2017. Including the effect Covid had on progress and cash required to fully develop the product and company. Revenues have not grown at the pace I anticipated.

    I've visited the company pretty much yearly. Always impressed with what they are doing and other key flags.

    I've attended AGMs and meetings. Never an issue.

    And I continue to be enthusiastic about the prospects of the technology - especially having tracked a similar US Company; Liveview Technologies progress over the last couple of years.

    The last CR was a surprise to me as I thought they would choose the slow grind path. They didn't. But its easy to see what that money has been used for.


    Feel free to highlight it hasn't tracked as I had hoped up to this point.

    But its your money to invest and your decision to be in or out. Won't have much effect on company progress.

    Right now its valued at ~$4m. Good buy or not?

    ...
 
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