Very good article and interesting company at a crossroad. Do you think Givaudau is the #1 customer. Yes customer concentration is worrisome especially that growth is coming from that customer mainly. Any clue what is going on.
Glad you enjoyed the article. They could be the number 1 customer, management doesn't reveal the exact names. Yes the concentration means they're very dependent on the continuing success of just a handful of customers.
Great writeup
Thanks, glad you enjoyed it.
Gday, I m new to Substack. I have been publishing for the past month.
Below is my article, please check it out and hopefully you’ll enjoy.
https://open.substack.com/pub/drdenzonvalue/p/good-deal-below-a10-for-pwr-holdings
Thanks Dennis, will take a look.
Very good article and interesting company at a crossroad. Do you think Givaudau is the #1 customer. Yes customer concentration is worrisome especially that growth is coming from that customer mainly. Any clue what is going on.
Glad you enjoyed the article. They could be the number 1 customer, management doesn't reveal the exact names. Yes the concentration means they're very dependent on the continuing success of just a handful of customers.