Forum Topics AL3 AL3 Investing for Growth

Pinned straw:

Last edited 4 months ago

The release of FY results, already fully flagged in the 4C's, and the ensuing price/sentiment reaction is, imo, a classic example of a short term opportunity created by traders not understanding the Investing for Growth paradigm.

For mine, I've taken a position earlier, and will add when/if early results of that investment become apparent.

Schwerms
Added 4 months ago

They have laid a nice foundation over the last year, wondering if it will be more machine sales based or manufacturing components..

More money in components than machine sales I would think, better to sell the eggs than sell the goose?

Probably not a bad time to get in now, that drop today has settled it nicely back down below 30c, hopefully they get some good traction from the upcoming Navy stuff related to that letter of intent.

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Superfluous
Added 4 months ago

The Archemy machine sales will provide a high quality recurring revenue stream via the software which can compound nicely over time...

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Schwerms
Added 4 months ago

Is it 250k per machine in annual maintenance / software? I can't remember how much of that is software

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