Situational Analysis30 Sep 2018 12:43
Good morning dear lady
Now, that's a very relevant, on-topic subject matter to mention in your post. Most especially the element of "competitive situation" as I've recently brought myself up to speed on the competition. Not the biggies, you'll understand, as this is supposed to be a disruptor to them - allegedly.
The private sector competitors accounts in this arena make for very interesting reading. Do you know what GP margins they are achieving? OP margins? It all reads like the random sample of competitors that I chose to research have got it spot on ............... If it's such a difficult market how come they can do it? is what I'm thinking.
I don't know about essays, it could easily become a chapter and verse based on the transparency of info that is available out there. However, if you're just in for a quick trade then there would be no interest in the facts - as the facts are - would there?
Any ideas about who the marketing is outsourced to? Lot of Epsilon names out there (thinking out loud).
Oh and has it been mentioned previously, Epsilon average to breakeven, I'm thinking 0.58 .......
Enjoy the sun.