For the 3rd occasion this year, power reliability firm Crestchic (LOAD) has upgraded guidance again. This time significantly due to a “step change in underlying performance”.
Here Exec Chairman Peter Harris takes me through:
What’s driving the improved outlook. 00:00
Which regions have greatest demand. 03:25
US opportunity. 04:20
No Ukraine/Russia exposure. 05:25
European growth. 07:20
Hire fleet utilisation & profit drop-through rates. 08:55
Capacity expansion at Burton-on-Trent facility. 10:10
Overseas supply chain bottleneck. 17:50
US energy transition. 18:50
Selling prices. 20:40
Forex upside from dollar strength. 22:30
ESG credentials. 24:10
Tasman disposal. 28:00
Outlook for 2022 & beyond. 28:50
Future newsflow. 32:05
Crestchic Executive Chairman, Peter Harris, discusses the Company's impressive H1 results
Aug 9, 2022Disclaimer & Declaration of Interest
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