Alex

investoralex.bsky.social

Full time Investor, mainly in UK Small Caps

👤 Joined on 23 August 2024

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  • 23 Ağu 2024, 20:11
    🎉 Bluesky'e katıldı - İlk kullanıcı adı: @investoralex.bsky.social

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#RR & #BAE & others mentioned www.ii.co.uk/analysis-com...

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16 February 2025 09:24

Yea I imagine so. Deferred income is where they have been paid for something but not done the work yet so they don’t recognise it as revenue. Eg if you paid a workman a deposit. He hasn’t earned it yet but has the cash.

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X-Trapnel
16 February 2025 09:24

And the total will presumably be split between ‘Current’ and ‘Long term’ liabilities based on whether the work is to be performed in the next 12 months.

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James
05 December 2024 08:08

#SNX.L -More contract Wins! ➡️4 contracts won for $2.7m to be delivered in FY25 ➡️Contracts are for delivery in the Philippines in 2 leading gaming resorts. This segment had been slow to return to growth post pandemic, so these orders are interesting to see as part of the LT investment case for #SNX.L

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James
12 November 2024 10:37

#FOUR.L - TU ➡️Looks like Rev slightly behind expectations, but PBT is within the range of market expectations. ➡️NA market "has continued to present a challenging trading backdrop" ➡️Cash balances remain solid. ➡️Nice: "The Board remains very confident in the Group's strategy, positioning & prospects"

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