My thoughts as a conscious consumer: Great, any initiative to replace or reduce plastics gets a gold star. And there are many.
My thoughts as an investor:
As for competition, I'm not concerned, SES has shown an ability to win contracts and increase revenues, this just needs to continue. It's a growing field and anyone with exposure could benefit. Though the competition will increase and the cream will rise to the top (most likely those with the biggest returns in clear profit).
Secos is a good growth story and I'm still on board. Hoping/expecting a good report at the end of Jan and if/when this occurs I'll take a bit off the table to safeguard myself and lock in profits.
As for TIPA, we cant invest. So if you believe it's a good sector to be in then stick with SES.
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Price($) | Vol. | No. |
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