Here is a thought to consider. Tech changes move at a fast pace. For govt purchasers there is risk in signing a 10/30/70 Million dollar contract. What if the tech advances during procurement and it’s too obsolete. What if the war is halted or ceased. What if the supplier takes longer than expected to manufacture and supply.
The Australian article includes this paragraph:
Customers that expect equipment to be available right away. Previous contracts have included comment about supply happening within the month the contract is announced.
It seems possible if not likely that the short supply terms of these contracts require us to have the equipment ready to supply “right away” or in a short time frame.
This certainly supports the prevailing story that the credit raise will be followed by rapid inventory buildup then large contract then rapid supply.
Scale? Well the article quotes the $115m being leveraged to build up $400m in equipment per year. That gives a pretty good guide of their goals. Personally I would be happy if they did half that?
- Forums
- ASX - By Stock
- AU$1.25 on no news?
Here is a thought to consider. Tech changes move at a fast pace....
-
- There are more pages in this discussion • 150 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add DRO (ASX) to my watchlist
|
|||||
Last
$1.33 |
Change
0.090(7.29%) |
Mkt cap ! $1.155B |
Open | High | Low | Value | Volume |
$1.26 | $1.39 | $1.26 | $65.51M | 49.41M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 12000 | $1.31 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.33 | 321150 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 10000 | 1.310 |
2 | 11478 | 1.305 |
9 | 164713 | 1.300 |
5 | 107211 | 1.295 |
4 | 487043 | 1.290 |
Price($) | Vol. | No. |
---|---|---|
1.325 | 321150 | 3 |
1.330 | 93500 | 2 |
1.335 | 573135 | 5 |
1.340 | 92223 | 6 |
1.345 | 73129 | 6 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
DRO (ASX) Chart |
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online