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  1. #1011
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    Quote Originally Posted by whatsup View Post
    Still a big seller out there !!

    who keeps loading the sell side .

  2. #1012
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    They've mentioned that "big north american" contract. However I do make note management probably need some training in how to sell their reports, always erring on the side of uncertainty... for example the recent report saying "demand could go up down or sideways!" was not great to read, but I'd rather stick to their current balance sheet which shows clear proof of a turnaround over the last 2-3 years.

    I'm an extremely minor holder at the moment having sold out 3/4 of my position following the announcement of warehouse closure about a month ago, but will be high on my watchlist.

  3. #1013
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    Not surprising this news

    http://nzx-prod-s7fsd7f98s.s3-websit...822/319826.pdf

    Probably take another 20 years to recover
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #1014
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    Quote Originally Posted by winner69 View Post
    Not surprising this news

    http://nzx-prod-s7fsd7f98s.s3-websit...822/319826.pdf

    Probably take another 20 years to recover
    So unkind but from a holder from the 1990's, "one step forward, three steps back " , its no wonder they have approx. $100,000,000 of tax losses !!!

  5. #1015
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    I think they were / may make somewhat solid progress with the IoT side of things but I have to say some of the things management say are extremely strange

    but none the less the company isn’t a horrible one but an extremely interesting company on the NZX

  6. #1016
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    I've been looking for an entry point on WDT and have made the jump this morning. They seem well placed to come out the other side of this and I consider them over sold. Time will tell if I have moved too soon, but I'm comfortable with the position I have taken.

  7. #1017
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    Quote Originally Posted by jonu View Post
    I've been looking for an entry point on WDT and have made the jump this morning. They seem well placed to come out the other side of this and I consider them over sold. Time will tell if I have moved too soon, but I'm comfortable with the position I have taken.
    Jonu, well done was that your 150k purchase, WDT have over 100 million of tax losses so once the get things right WDT will roar, well done.

  8. #1018
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    Quote Originally Posted by whatsup View Post
    Jonu, well done was that your 150k purchase, WDT have over 100 million of tax losses so once the get things right WDT will roar, well done.
    It may have been

  9. #1019
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    Quote Originally Posted by jonu View Post
    It may have been
    YES , well done .

  10. #1020
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    .... welcome Jonu to the Bargain Basement WDT club! Crazy buying opportunity for this top shelf company...now holding 250k and may keep topping up. Massive tax credits combined with long-term growth bodes well for future. ....IMHO.

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