Australia's largest stock trading and investment forum Australia's #1 stock forum

CM8

Click for more information

5.41%

3.5¢ crowd media holdings limited

Ann: Becoming a substantial holder, page-31

First 31 Last

Share
Profile

Follow
Sector

19,194 Posts.

598

07/05/17

19:31

Post #: 24527718
Share

Originally posted by sharks37 ↑

Imo its uncertainty around Track performance. There's no doubt about Q&A growth its been very consistent, and even margins have at least been maintained or improved for Q&A (if I interpret correctly). They have shown 2 quarters of debt repayment and now net debt is much lower, so I don't think its the debt per se. I think its Track.

I think we'll see a re-rate when the company can actually boast about Track performance like it does about Q&A. If they can't do that, a re-rate will take longer (imo), or at least when debt is paid down completely (particularly vendor debt).

Cheers, Sharks.

Expand

@Shark37

Don't you think it's more about what they can leverage OFF Tracks platform/distribution network than what original Tracks itself actually produces? is more important for go forward...

That's my opinion at present.

Last edited by Sector: 07/05/17

CM8 Price at posting: 13.5¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

HMI

Global Lithium up 13% as it joins the ranks of battery metal players pivoting to gold

OAR

Chris Judd's Talk Ya Book: Orthocell building on 'enormous potential' with steady growth - and US push to come

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Breaking news: New opportunities for investors & companies - HotCopper opens to capital raising!

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

There are more pages in this discussion • 7 more messages in this thread...

First 31 Last

Add CM8 (ASX) to my watchlist