investoralex.bsky.social
Full time Investor, mainly in UK Small Caps
👤 Joined on 23 August 2024
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@investoralex.bsky.social#RR & #BAE & others mentioned www.ii.co.uk/analysis-com...
Show PostYea 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.
Show PostAnd 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.
Show Post#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
Show Post#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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