SCL 11.1% 16.0¢ schrole group ltd

Good insights, thanks for sharing. Everything you say makes...

  1. 1,065 Posts.
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    Good insights, thanks for sharing. Everything you say makes sense - SCL is both an obvious "reopening play" (for both their SaaS and ETAS business) and structural improvement story (end of ISS, new products etc.) which is what got me interested.

    Agree it's now or never - if they don't deliver by mid 2022 they probably never will, but if post COVID snapback and structural improvements play out it could also really rip.

 
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