mockage and nanoland seem to have a good handle on this stock.I...

mockage and nanoland seem to have a good handle on this stock.

I reckon SWK is also comparable to Mitchell Services ( ASX MSV) - they seem to be able to realize higher margins than SWK. That’s a question for the next analyst conference. in the last one (still available ) Kent seemed to have had an epiphany about profit rather than building more and more rigs.

The 23cps placement in Nov last year also derisked the balance sheet - 12 to 14cps seems a pretty good entry point to me.