Does anyone have any insight into what gives Quantum the ability to generate such favourable operating margins?
Looking at the presentation it appears that around 33% is expected...whereas something like RDH is only looking at 7-10%!
Clearly there is more scale with Inteuri/Quantum...with revenues looking to be about 3x that of RDH, but is there anything else I haven't considered? An advantage that is giving such a boost in margins?
Even NVT only has margins ~28%!
AWN Price at posting:
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