ADO 8.70% 2.1¢ anteotech ltd

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  1. 3,310 Posts.
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    Eddie.. i understand your concerns/frustration but it is very clear and has been stated by management that our resources for servicing all these inquiries are at an "imbalance"... so ADO have focused imo on what they believe are the "handful" of highly prospective "clients" both in terms of speed to agreement and ROI dollar wise... imo you will never see royaly rates.. there's no way any coy will allow this to be public.. its like having employees running around telling each other what their salary is... its de-constructive... if one is paying 5 and the other 10%... bet your bottom dollar it causes issues if it was public knowledge.. sure you can say well dont put names to %'s but you still have clients who pay 10% looking at it going WTH why are they only paying 5%... not good imvho...

    If you think ADO is providing poor information back to SH's buddy just have a look around at others on the ASX!!! .. ADO are probably one of the best or at least up there.. fair point it can always be better but thats just because shareholders always want want want.. they want to know their investment is safe no matter the cost.. just not reality..

    What you suggest while it sounds nice on paper in reality is really not going to happen imo.. you cannot just go throwing money at new resources to hopefully get some contracts across the line or remove a bottle neck.. it has to be justified imo... right now imo ADO are focused on who can give the the largest return in the shortest amount of time to allow the future provisioning of resources (to handle the large amount of prospective clients we have) without impacting the bottom line and putting ADO at risk of financial problems before we actually take off...

    Smart management by Geoff imo.. very smart..

    PS once we have locked in some regular revenue streams .. then you will see the resources start expanding to deal with the large customer base.. then the snowball will start rolling imo.. hold on .. this may actually be very soon ;-)
 
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