Ann: Newcastle Summerhill Solar Farm, page-57

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15/02/18

18:16

Post #: 31086643
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Originally posted by TriOptimum ↑

For me, 'bottom line' means the company's bottom line i.e. the profitability of the firm as a whole. I think many people might share my understanding of that term. I did not use it to mean the profit margin of each individual project.

I disagree that issuing forward guidance on revenue/earnings necessarily gives away the profit margin of each individual project. Guidance aggregates different sources of revenue into a single figure, and without a breakdown it would be hard for competitors to work out the exact size of each project's contribution to that aggregate figure, especially when it is mixed in with non-EMC contract income/income from other parts of CCE.

Finally, you are focussed on the downside risks that would come from competitors having even a rough idea of how much money CCE is making as a winning tenderer. But perhaps you are underestimating the significant upside for market interest in CCE growing off the back of some kind of announcement quantifying the benefit of this work in a commercially sensible way.

There is also a benefit in CCE setting itself targets - through guidance - that it can be publicly accountable for meeting. Although I appreciate that issuing guidance exposes the company to adverse consequences for a miss, the companies that have the guts to do it properly gain the trust and enthusiasm of the market.

You seem to want to catch me out by parsing my comments for inconsistencies, but you have ignored my remark that I am happy about these positive announcements. I am not your enemy. I am a fellow shareholder.

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You are 110% correct in everything you said mate. Thats the way good/successful companies manage their affairs and creates confidence in Management to deliver on behalf of SH.

CCE Price at posting: 4.2¢ Sentiment: Hold Disclosure: Held
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Ann: Newcastle Summerhill Solar Farm, page-57

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

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Investor caution as WEB Travel argues Deloitte holding up 1H25 results

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Ann: Newcastle Summerhill Solar Farm, page-57

Top Stories

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Emmerson aims to drill 5000m at Tennant Creek, with 2 main targets in mind

Investor caution as WEB Travel argues Deloitte holding up 1H25 results

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Featured News