Capital Win's comment on AWC. All Comments

Capital Win
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Hopeless. Byebye
cheng
I think q4 report is pretty decent :)
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Capital Win
Yeah,but the price keep dropping
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cheng
I can understand that seeing how the price fell from above 1.0 to current. I can't comment much since I have no idea at which point you started buying. However, you can revisit the reasons you bought it previously and whether any changes to the reasons. I guessed the reasons are no longer there since you decided to exit the positions.
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cheng
unlikely to get lower fifties :( Between AWC and Edgenta's results, AWC maybe smaller by scale but it is more efficient, higher margins, decent balance sheet and ~600mil order book. Most of its major segment showing mid to high single digit CAGR except environment segment in FY25 which is lower than 5%.
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