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Tiny, UK AIM co in specialty chemicals: specifically "sustainable polymers"
At best this usually means 1 client and a test batch; at worst, magic beans
But Itaconix #ITX is neither and it's rather mispriced: it sells at margins that rival the best in the world - and in size
At best this usually means 1 client and a test batch; at worst, magic beans
But Itaconix #ITX is neither and it's rather mispriced: it sells at margins that rival the best in the world - and in size
It may actually be very mispriced; estimates are clearly too low. All in part because it's off the radar.
It's another find by @dopamine_uptake who pointed it out to me after reading on IP Group - some holdings of theirs caught his eye and of them, this one really caught mine.
It's another find by @dopamine_uptake who pointed it out to me after reading on IP Group - some holdings of theirs caught his eye and of them, this one really caught mine.
I'll get straight to it. HY20 end October.
We see revenues up +80% on the previous year's half and they're not far off equaling the whole of 2019's revenues.
Gross margin: 37% - this rings a loud bell
Loss making.
We see revenues up +80% on the previous year's half and they're not far off equaling the whole of 2019's revenues.
Gross margin: 37% - this rings a loud bell
Loss making.
* El famoso ROCE a través de ejemplos concretos de la bolsa española
El ROCE (Return On Capital Employed) se ha consagrado como una de las métricas de rentabilidad más usadas por los inversores. A continuación, proponemos algunas alternativas para su cálculo.
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El ROCE (Return On Capital Employed) se ha consagrado como una de las métricas de rentabilidad más usadas por los inversores. A continuación, proponemos algunas alternativas para su cálculo.
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Podemos encontrar la definición de ROCE en muchos lugares, como @economipedia:
economipedia.com/definiciones/r…
economipedia.com/definiciones/r…
A su vez, gestoras como @CobasFunds le han dedicado específicamente algún capítulo de su labor divulgadora.
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Que este vídeo sea de los primeros divulgativos que haya elegido Cobas da idea de la jerarquía de su importancia.
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Que este vídeo sea de los primeros divulgativos que haya elegido Cobas da idea de la jerarquía de su importancia.
