We knew there would be no lollies in the jar this year.
At 100 percent utilisation and the renegotiation of some legacy contracts surely they will have to start accumulating some $ in FY2018.
Mineral assessment technology, huge maybe, however I have been around long enough to be a "believe it when I see it " type of dude. It's very easy to starve on potential. However if they crack it is all upside.
I don't know how to value them. I suppose it is "what price potential? "
Think I will wait and see and look to increase holdings again on dips into low twenties although not a lot of free float to allow for that possibly. I don't expect much will happen here until early next year once confirmation of improve financial performance received.
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