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17-01-2019, 04:59 PM
#181
More big share transfers. More downward pressure. Still no quarterly update. 
Last edited by haewai; 17-01-2019 at 04:59 PM.
Reason: .
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17-01-2019, 05:05 PM
#182
IMO GOOD news comes out early , BAD news come out late or just before the required deadline, !!! not a good look atm !
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23-01-2019, 08:39 AM
#183
Still heading in right direction with ‘solid growth’ reported
http://nzx-prod-s7fsd7f98s.s3-websit...712/293941.pdf
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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23-01-2019, 08:55 AM
#184
 Originally Posted by winner69
Sure - however growth in North America (their big future growth market) seems to slow down already. Lets hope this is just a temporary problem, otherwsie this would be a worry.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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23-01-2019, 10:15 AM
#185
Originally Posted by BlackPeter
Sure - however growth in North America (their big future growth market) seems to slow down already. Lets hope this is just a temporary problem, otherwsie this would be a worry.
Q , How secure is their moat ?
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23-01-2019, 10:25 AM
#186
Originally Posted by whatsup
Q , How secure is their moat ?
Hard to say. They used to be one of the first with this technology, but they are not anymore alone in the market - and I learned quite recently that Navman is offering now quite similar products.
https://drive.teletracnavman.co.nz/lp/ppc/ruc/a/
This might be better news for consumers than for ERD shareholders, but I haven't yet seen a consumer focussed comparison of the products - i.e. don't know how big the threat is.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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27-02-2019, 03:24 PM
#187
$2.00 beckoning fallen 50% from its high, even though its numbers are good is there something wrong here ?
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27-02-2019, 04:30 PM
#188
Originally Posted by whatsup
$2.00 beckoning fallen 50% from its high, even though its numbers are good is there something wrong here ?
Well, I guess they are basically a growth story with very limited (proven) growth. Markets don't like that so much these days. From my spreadsheet (last updated 20 Feb): forward PE (based on potentially optimistic analyst forecast): 98.3! backward PE is negative (i.e. more losses than profits). And all this coming with a forward (earnings) CAGR of less than 15. Sure - revenue CAGR looks better - but what is revenue growth without earnings?
I guess there are these days just so many better propositions around.
Pity - I did hold them twice and lost both times money. They are now in my "avoid, but keep learning from them" drawer.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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01-03-2019, 01:26 PM
#189
Updated trading and state of the nation along with the biggest order for units from a huge private transport operator for next year give market comfort today which has resulted in steady buying today.
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01-03-2019, 02:18 PM
#190
Originally Posted by whatsup
Updated trading and state of the nation along with the biggest order for units from a huge private transport operator for next year give market comfort today which has resulted in steady buying today.
I have never seen anything like the trading today, someone keeps loading the sales up and keeping the sales at $2.20 all day, so far all of the sales bar the first 3 or 4 have been at $2.20 since the update announcement was made.
How can this happen in an orderly market?
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