NOV Chart, page-60

My major concerns with NOV are:

1 - Slower than expected growth in FY20Q4, especially for a company with payment processing revenue in Covid time.
2 - Very little information about their clients, and which sectors/industries the revenue comes from. More information on 2 could help me better understand the reason for 1.
3 - Chinese students and visitors still could not come to Australia yet.
4 - Convertible notes at 25 cents.
5 - Some recent podcast/interview with a low popularity channel, with little new information (I cannot recall). I think NOV should be able to have some exposure with larger channels/partners out there.