I like the growth but the big worry with this stock is that all the growth last year was concentrated in their two biggest contracts. How sustainable is that growth and how much risk is there for losing or cutting margins in these contracts when they are up for renewal?
Fractured market, apparently strong service offering, and ambitious management seeking organic and inorganic growth. Its a great story potentially but for the retail investor, assessing the execution risk is difficult.
KKT Price at posting:
30.0¢ Sentiment: Hold Disclosure: Held
