Pollard Banknote Ltd PBKOF

Another Assessment

[retiredcf]

Pollard Banknote had record revenue (up 12%) in Q4 and in the past few months has announced several new and extended contracts with customers. We are surprised at how weak the stock has been this year. EPS growth is still expected for this year and next, based on consensus estimates. It has a good reputation with customers, the balance sheet is OK, cash flow is good and arguably the business has some recession-resistance. We think chipping away on the buyside into any further declines makes sense and should turn out well, over time. (5iResearch)

 

[88guy88]

5i Research.....independent unbiased assessment of the company

[Fishcop69]

Is it possible you can post the 5i research report or at least the most relevant parts of it, thanks

[88guy88]

just go back and look at a post done by retiredcf....he posted the comment...its about 8 posts down....cheers!