galumay's latest activity
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galumay replied to the thread SFC - Schaffer Corporation.Another solid year for SFC, the significantly lower increase in value of the Sth Jandakot development masks the strength of the results... -
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galumay replied to the thread Coffee price.I use them as my wholesale supplier, Andy is great, a really good business operator. Highly recommended for anyone wanting to get into...
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If you like coffee and have a small amount of spare time, buy a small batch roaster and a reasonably good espresso machine. Genecafe...
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galumay replied to the thread Coffee price.Good coffee too, @qldfrog Interesting, I am in France for a couple of months and although I took a few kilos of my coffee, I have had...
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galumay replied to the thread CXZ - Connexion Mobility.A solid FY2025 for CXZ, modest growth in revenue & profit. As noted in my HY commentary, COGS up significantly, gross margins have...
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Net Tangible Assets per security 2025 $2.26 2024 $1.61 and yet will pay more than 50 cents div. for the full year ( 30c + 25c...
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makes my chances in the yearly comp. look good but crikey doesn't the market response to good news make your eyes roll ( or choke...
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galumay replied to the thread HIT - Hitech Group.A solid year for HIT, increase in Revenue & Profit (for the 11th year in a row.) FCF was well down but this was due to big swings in...
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galumay replied to the thread SXE - Southern Cross Electrical Engineering.SXE with an announcement of contract wins worth ~$110m this morning, mostly renewals rather than new works, but still good to lock in...
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galumay replied to the thread C79 - Chrysos Corporation.I suspect its made a loss again, the fact that the trading update only mentions bull**** earnings is a tell as well as a red flag. They...
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galumay replied to the thread PRO - Prophecy International Holdings.2 loss making dogshit companies merge. *Sigh. This was not the play we wanted, CEO always said the game was to get taken over not to...
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Why would going from patent pending to approved change anything ? It should not in a serious company
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galumay replied to the thread SMN - Structural Monitoring Systems.First half 2026 will be the next hurdle, if they can maintain positive earnings and maybe even get FCF +'ve, then I think they start...
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galumay replied to the thread PNV - Polynovo Limited.Maybe because... Chart crime. (only include the record months and delete the rest!) And this special one, Thanks to @mondyinvest...
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galumay replied to the thread WZR - Wisr Limited.Q4FY2025 update out this morning. The amazing thing with a WZR financial update....is that after reading it you still have no idea of...
