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Love fibo............ 0.44, 0.4............ Lol

qes is unique as market sentiment can push it really low and breaking all supports despite good results :) I have experienced twice where the market wiped out my running profit. Not gonna happen the 3rd time even though the incoming tech correction will be deeper :)

it has been there since weeks ago, undertaker. a bit risky for us to average up now due to first interest rate hike by US Fed estimated in Sep; 50% chance. Tech sentiment will turn sour before that to price in the hike. Will have to wait until Aug to view the possibility again by then. Safer if it drops below 40%.

yup. as usual, need the boss to show the results. q2 and q4 are typically strong qtrs. the growth story - (1) medtech orders (2) MoU for the x-ray inspection system. Manufacturing contract will be better due to higher margin while lower margin for distribution.

its a tough one as I am holding QES and my inputs can be biased, undertaker :) Its a positive news. I have mentioned 6th floor before this as I have always believed that is how much its worth at the minimum; mid of 6th floor if you will. Can be higher based on the last q1fy26 results and depending the execution/delivery of the orderbook in current fiscal year. A new investor buying in at 0.53 now is not too bad of a decision as its not that far away from 6th floor; upside opportunity for existing shareholders and new investor / win-win. This pp is unusual as its not the usual pp where company raise funds for working capital / clearing debt. QES has 125mil liquid cash, in net cash position and why bother raising funds ~44mil. Its obviously to facilitate the entry of strategic investor; Ray Tech / Unicomp.

all pp will create dilution whether we like it or not. and in this case, a 10% dilution. the only thing that we can do is to measure how much the company earns in return based on 44mil capital raised from the pp. the pp doc mentioned that ~19mil will be spent for mfg facilities expansion within the first 6 months. 10% of 44mil is 4.4mil and not too much to set an expectation of additional 4.5mil annual net profit on top of fy25 annual profit baseline. That will give you a min of 21 mil annual profit as the expectation. Anything less than that will not be good due to the dilution effect. These are just my personal opinions, could be wrong. hope it helps.

PP will cause dilution, but that's fine if the funds are actually used for expansion, especially when the shares are issued to a strategic partner instead of unknown party.
The problem is that since the Serba scandal a few years ago, everyone has become really suspicious of PP or RI.

The boss's integrity will be tested since the strategic investor is Ray Tech / Unicomp which is related to the MoU. We should be expecting the MoU to progress towards agreement - either distribution or mfg. It will be pure speculation if both parties fail to make progress in the MoU while pp deal has been completed.