EPW 0.21% $2.43 erm power limited

Ann: FY17 Half Year Investor Presentation, page-9

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  1. FSW
    122 Posts.
    Yes better results in the US but they have carved up gross margin in AUS to less than half what it was at listing and are suggesting that is now the long term position. IMO they'll grow in the US through price competition and smack the gross margin and the tell tale sign is when you win customer satisfaction surveys - tell me what customer won't vote you number one based on price!
 
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