What are the risks and impacts on this business if during the bottoming of the mining investment cycle some of their clients have cash flow difficulties / collapse / and otherwise cannot pay NWH? Is their client base "blue chip" enough to allay fears of this risk? Are rising bad debts or a widening payment cycle a legitimate issue for a fairly working capital intensive business like NWH? How do they mitigate it, if so?
I would chance a guess that net tangible assets are being discounting in the current price because the market believes that low asset utilisation going forward will result in a below market return on assets for quite some time.
Just thinking out aloud...
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Last
$3.13 |
Change
0.035(1.13%) |
Mkt cap ! $1.424B |
Open | High | Low | Value | Volume |
$3.12 | $3.15 | $3.10 | $1.464M | 468.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
20 | 10014 | $3.12 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.13 | 13145 | 16 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
11 | 7345 | 3.120 |
26 | 27886 | 3.110 |
14 | 20621 | 3.100 |
13 | 41679 | 3.090 |
7 | 8503 | 3.080 |
Price($) | Vol. | No. |
---|---|---|
3.130 | 13713 | 15 |
3.140 | 26332 | 18 |
3.150 | 42768 | 18 |
3.160 | 97193 | 12 |
3.170 | 27256 | 8 |
Last trade - 14.21pm 12/07/2024 (20 minute delay) ? |
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