Stratech Group

[thor666]

We applied a 50% discount , i.e. 30 airports to be achieved over next 5 years.

Hi curiousparty,

I am going to be the devils advocate and say that the recent wins by Stratech mare mostly for airports that are well funded. (Sg, hk, dubai). Reckon that poorer airports will still stick to conventional/existing FOD detection

So from that basis, I think you may want to look at a more stringent approach of the airports which are likely to be well funded.

I agree with some of the forummers. At this point Stratech does not have a competitive moat, but rather they are in an oligopolistic segment. As long as they keep costs down, expand well and start innovation in their products, they should grow with the market. Multibagger? Probably more of a three fold than ten fold at the moment, assuming good execution.


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