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Company Report
Last edited 2 months ago
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#Industry/competitors
Added 2 months ago

Guess it is up to me to read the prospectus...

Other Equipment

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Aftermarket

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Despite the glowing story of Adrad's sector and the small market cap, maybe these tables explain why some of the financial metrics are still remaining in single digits.

Even more divided on this than before I think. Probably need to do more reading before deciding.

#Business Model/Strategy
Last edited 2 months ago

With the thought of NextDC still fresh on my mind

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Not sure if "heat transfer" products would solve the cooling issue from DCs but one hopes that this could be a potential application.

Apart from that a few other "tidbits" I found since having this on my watchlist for 6 months but no time to write about it yet

Apologies for being too brief.and cryptic But worth spending your time understanding this company.

Hopefully I've piqued some interest, but don't mind if you give this straw a pass.

Not held but still thinking.