RE:Value play ! You still haven't understood.....Cematrix is not in competition with concrete companies, on the contrary Cematrix works in complement with concrete companies.
Cematrix is mainly in competition with companies that produce and install EPS blocks (large rigid insulation blocks).
In addition, you cannot rely on the results of Q1 and Q2 to evaluate the full performance of Cematrix because historically these are always the two weakest quarters of the year.