Couple of thoughts18 Jun 2020 19:49
Really v impressed with the new website......long overdue!
Sales and marketing hires should tell you one thing...this in the midst of the biggest recession since 1929/30....
The array of product they have to sell is brilliant. I expect we will hear some nice contract news on multiple Covid related fronts over the coming weeks.
I also suspect Q2 sales could well eclipse Q1....even though we are losing £1m odd from Freetown being closed.....Think H1 2020 will get close to the whole of 2019 revenue.
WSG traded profitably in Q1 , I think they will be in Q2.....WSG...PROFITABLE...in the midst of the worst recession since 1929/30....
I went to London yesterday, still a ghost town even though employers are trying to get folk back to work...not easy. They need to provide a H&S infrastructure to make employees BE and FEEL safe. This will involve regular Covid testing, temperature checks, sanitisers, protected work stations etc.... WSG have timed this marketing drive really well.
And then we have Tema going really well, SA news in H2, Freetown starting flights....and more MSC contract opportunities than they have ever had. Airport and port security just grew another layer ....and WSG are pretty good at these add ons.
Very happy to be owning loads of these