SP3 5.26% 2.0¢ spectur limited

This is the frustrating thing. The opportunity is clearly there...

  1. 165 Posts.
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    This is the frustrating thing. The opportunity is clearly there for Spectur. There's no problem at all re: TAM.

    "How many beaches?" would be applicable too.

    Spectur is making progress with rollouts but it's far too slow. The rate of "wins" isn't keeping up with the cost base and there's no evidence of economies of scale kicking in.

    Obviously the hope is they eventually get serious momentum in one of their niches but time really is running out...
 
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