Originally Posted by
iceman
Agree ratkin the summary really has it all in understandable format. Yet again a fairly hard report to read. But the important parts are that we now have a positive EBIDTA and cashflow which should significantly increase quite quickly. We have a ready to use world leading technology in an industry with large opportunity where we have a fisrt mover advantage. We have no known global competitiors and none are likely to be established quickly.
But on the negative we have capacity constrains for the next 2 years and a complicated company structure with a history of failures and negative sentiment. I believe these are behind us but the market doesn´t, yet.
I am concerned about political and economical uncertainties in Brasil so hope major focus will be on the US, despite an unstable President :-) I wonder if any of his new tariffs are on imported lumber !
The Board need to quickly eliminate all double up of overhead costs as well as drive faster growth. That´s what the market wants to see, not pages after pages of examples of why they think the SP is too low. We got that. Now get on with doing what´s needed to lift the SP, more sales and more profit.