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Bullboard - Stock Discussion Forum Pollard Banknote Ltd PBKOF


Primary Symbol: T.PBL

Pollard Banknote Limited is a Canada-based provider of products and solutions to lottery and charitable gaming industries. It provides instant ticket products, licensed games, in-lane ticket options, and sales-driving merchandising solutions from its Schafer Retail Solutions + portfolio. It also offers a full suite of digital offerings, ranging from game apps to comprehensive player engagement... see more

TSX:PBL - Post Discussion

Pollard Banknote Ltd > If I'm reading this right ...
View:
Post by Konaboy on Mar 10, 2022 3:25pm

If I'm reading this right ...

They were dinged with a larger deferred compensation fee on an acquisition, but this is not a carry forward issue into next year.  Higher than anticipated sales are always good!

Blaming CEWS program withdrawal for staffing costs is a red flag, particularly if they still had issues with staffing.  Good lord, where did all of the unskilled workers go, everyone is short.

Input material costs is also a challenging one, but also sounds like production inefficiency drivers.

And all this on what seems to be a fairly tight margin business. 

Looks llike they have a bit of work to do on this family business, but there is upside after this shellacking.
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