I believe EML is in constant contact with CBI on this issue, and is also aware that there is an opportunity to update investors end of this month. I believe we might get some update by end of this month on this.
The crux of matter is that CBI must be satisfied with controls in place, and lift material growth restrictions which is the biggest overhang for EML’s share price today.
Fundamentally, the business case remains very strong. GPR will continue to do very well. I also believe Gift cards could stage a stronger than expected come back, given the strength of retail REITS footfall and very Low vacancy.
The one with least visibility (and yet Tom’s strongest conviction) is Digital Payments - Nuapay. I believe this will be taking up most of Tom’s attention. CBI is probably a thing of the past very very soon.
EML Chart, page-949
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Last
90.0¢ |
Change
-0.010(1.10%) |
Mkt cap ! $337.6M | |||
| Open | High | Low | Value | Volume |
| 92.0¢ | 93.0¢ | 89.8¢ | $903.4K | 994.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 21201 | 89.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 90.5¢ | 260084 | 1 |
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| Last trade - 16.10pm 03/07/2024 (20 minute delay) ? |
| EML (ASX) Chart |