What do you think about competitive dynamics of industry after almost 1,5 year from your initial write-up? Polymer bankotes might grow, but isn't most of it caught by CCL Secure with their Guardian substrate? Out of 60 countries that use polymer, 40 of them use CCL solution. Recent win in Brasil seems like a sign that older CCL customers might switch to Spectra, but one swallow doesn't make a summer.
Fabulously detailed research. I featured Spectra as a featured Company in early 2021. The Company hides its light under a bushel almost embarrassed about its success. It never disappoints. https://open.substack.com/pub/smallcompanychampion/p/updates-jet2-spectra-systems-and?r=kcv2o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
thanks man I appreciate the kind words. I will definitely check out your work
What do you think about competitive dynamics of industry after almost 1,5 year from your initial write-up? Polymer bankotes might grow, but isn't most of it caught by CCL Secure with their Guardian substrate? Out of 60 countries that use polymer, 40 of them use CCL solution. Recent win in Brasil seems like a sign that older CCL customers might switch to Spectra, but one swallow doesn't make a summer.
thanks. It has been a while since i looked at this company. i need to brush up on what is going on
What is the point of having both P/FCF and FCF yield as criteria? They're the same thing, just with the fraction the other way around.
Because it’s my choice
Weird response