Wow.. that presentation was special! Surely we will get some love on SP now. Orderbook at circa $90M and preferred over $110M for a service contract, which you would think falls nicely into their whole asset service strategy. What I like is the fact that their service contracts are specialised which would attract higher-margin vs general service at single-digit margin like other larger companies in the market. Also agree that their client list is extremely impressive!
Lets break that 30c ceiling!
VMX Price at posting:
22.5¢ Sentiment: Hold Disclosure: Held