StockTalk

General Category => NZX => Topic started by: Left Field on Dec 05, 2022, 02:44 PM

Title: WCO - Waste Co Group.
Post by: Left Field on Dec 05, 2022, 02:44 PM
Where there's muck, there's money.

New company Waste Co to list 6 Dec from the shadows of Goodwood Capital via a reverse take-over.

Details here; http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/GWC/403572/385021.pdf

$18.8 Mill revenue, but not much other financial  info or projections.

Current Board:
Shane Edmond, Non-executive chair
James Redmayne, Executive Director
Carl Storm, Executive Director
Roger Gower, Independent Director
Angus Cooper, Independent Director

One to watch..... maybe.
Title: Re: WCO - Waste Co Group.
Post by: Hectorplains on Sep 27, 2023, 03:33 PM
Nice background article in BusinessDesk  (http://businessdesk) today.  They're looking to grow $100m in revenue by 2027. Pretty simple business model - they divert more than 40% of waste collected from landfill.  Anything that is not dumped or dumped at a lower rate than landfill prices makes them $$$. They're keen on acquisitions and will fund that through equity.   My concern is that debt gearing is high.  I have dipped a toe in this one.

Title: Re: WCO - Waste Co Group.
Post by: lorraina on Sep 27, 2023, 03:47 PM
I drove past their Blenheim Road yard on Monday.
I lot of expensive vehicles sitting there idle.
Idle vehicles are not generating income.
Title: Re: WCO - Waste Co Group.
Post by: Hectorplains on Sep 27, 2023, 08:12 PM
Quote from: lorraina on Sep 27, 2023, 03:47 PMI drove past their Blenheim Road yard on Monday.
I lot of expensive vehicles sitting there idle.
Idle vehicles are not generating income.

Fair point but one of my concerns was more with humans, than machines.  It's a labour intensive model, and their staffing has already increased from 50 to 300 in  three years. Anyhow; some of the machines must be doing something some of the time.  They reckon that one of them pulls  1.5 tonnes of nails from construction waste timber DAILY! 


Title: Re: WCO - Waste Co Group.
Post by: lorraina on Sep 27, 2023, 09:09 PM
Yes another was in the city tonight sweeping the streets.