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Clearly Poulden and Young should be nowhere near the office of a public company in my opinion. To be honest their mismanagement of VLRM should be investigated by the FCA, as I feel they have mislead the market in my opinion, the RNS on the 31/03/23 being an example.
This message from ADFVN is in my opinion one to take note of;
”i’m another one linking the recent move even if it feels like a delayed response.
Good to see some increased volume too. I like a move on volume as it means sellers are getting accommodated”
Shows the potential of the US market, $55b revenues in 22. GMR very well positioned currently with potential for increased incremental revenues from new States opening up, with a fairly fixed cost base.
That would be nice, although who knows. What we do know is this is a company that is building good incremental revenues on marginal cost increases relative to the year on year increasing revenues. Making great inroads into North America, I think it is only a matter of time before the market takes notice. I feel GMR is building very solid foundations.
58 new partnerships, debt free, rev and EBITDA ahead of expectations, cost base low. I just can’t see how GMR does not get taken out in the near future. Personally, would love to see it keep going for another two years but I feel a takeover it inevitable.