GREY:CRIUF - Post by User
Comment by
MrEvilxon Jan 25, 2019 11:27pm
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Post# 29284306
RE:RBC: Outperform rating with caution.....
RE:RBC: Outperform rating with caution.....Thank You. I asked the very question in my last post. If the cash flow so great, why charge dividend?
Weak margins, zero loyalty from customers, when cashflow, huge debt
Everything is weighing down on it, neat and clean back to back quarters will only save this. GLTA
1nguyenBozo wrote: RBC came first with Outperform rating for KWH and still 4 more to go for 2019. I agree partially with what the analyst suggest in the report. I said before and say again that a low Cashflow is principal for a delay of distribution and a swithching mode of dividend payment. It kept shrinking quarter after quarter. Therefore it can't support its montly dividend like the past. Plus, liquidity also have to be a key factor to keep business viable. Look at the last quarter result, Revenue is the only stong number so far and the rests are mediocre.
I'm a bit of difference with RBC, Attriton is most what I care and worry about and . Even embedded gross magin is up to 8% with High margin customers but the attrition is still high (35000). If it continue, I don't think that we will have a growth revenue in any how. Evey time Apple missed a sale volume, the stock dropped like a stone. Amazon from nowhere but a strong sale volume it became Empire now. It really needs both (not only high margin cutomers but volume too) to get the strong revenue and that's the only one catalyst could drive the sp higher in 2019.
I also agree with analyst that Q1/2019 will be the first clean quarter after exit solar business, cost reduction, consolidated facility and its brands......and only if Management executes on its strategy.
Once we have a strong revenue, earnings, cashflow , net profit and mostly a low attrition, we 'll have a safe dividend forever and we'll sleep well and no worrisome about the up and down of sp. Because we're value investors, we need dividends for our confort of living when we retired
Good luck to all value investors!