RE: RE: Volatility Wheel15 Feb 2024 17:14
Noggers
ITM looks more attractive reasons below.
Self building products.
Revenues increasing.
CEO very direct.
Work force streamlined around 400 employees,
Presence in the western world. USA etc.
Ceres have a very different model.
Revenues not yet coming in.
High head count 550
Small manufacturing base,
CEO not up front keeps the cards close to his chest.
No presence in USA.
China a large share holder .
It is easy to see why the latter is declining not increasing hopefully it will turn around in 2024 but i still think some big decisions need to be taken to get us going in the right direction not just noise about deals and projected income.