Full page article. IC View: Thalassa is thriving in its highly profitable niche, despite the flagging share price suggesting otherwise. The company has a strong balance sheet, a solid order pipeline and a highly in-demand product. A single-digit forward PE multiple, net of cash, is simply too cheap. Buy.
Agreed. Just highlighting the revenue reliance issue. Difficult to second guess given relatively limited info from the company. Still waiting to see the results, might give hgi a chance to sell down further so will be watching closely
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