Post by
wilander on Nov 05, 2020 8:15am
Excellent results
Although with the pre-release, as expected.
Will wait for the CC for more, as many expected a bit more than just these results. (An acquisition or two, tuck-ins, dividend increase etc.)
There is enough here to easily hold the SP here. Don't know if there is much to propel it.
Comment by
v_guerriero on Nov 05, 2020 8:22am
With accounts receivable collected that is $1.75 share in cash. You get IRD for 85 cents or $1 per share. And it just produced 7.5M EBITDA in one quarter. I think the reason to propel it forward is just low valuation relative to the future opportunities.