RFT 0.00% 0.8¢ rectifier technologies ltd

https://www.sec.gov/Archives/edgar/data/1836154/00011931252200175...

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    https://www.sec.gov/Archives/edgar/data/1836154/000119312522001756/d250599d425.htm

    Tritium with ~50% of CY22 rev already booked, one would think they would hardly have time to be tinkering with a key supply component like RFT's rectifiers when trying to churn out this backlogged order book.

    My guess is that Tritium has left its guidance unchanged at $170m due to supply change uncertainties, but if that supply chain sorts itself they will be smashing that low guidance. It makes RFT an easier hold IMO.
    Last edited by justicej: typo 08/01/22
 
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