RAK-Rakon

[xafalcon]

Breaking news from the Rakon spin mill is that the future doesn't influence the past!

Better tell the market quick, and don't forget to flag it as price sensitive!

Can somebody tell Rakon that they are wasting their time "currently working to fully understand how the new tariffs will be implemented and the implications for its business"

Because until the impending chip tariffs are published, they can't accomplish their task. So why are they saying they are  currently working on it?

Same lies they continuously peddle to their long suffering shareholders. Leopards don't change their spots

[Left Field]

Another disappointing year......as we have grown to expect.

https://www.nzx.com/announcements/452372

(Don't hold)

[Left Field]

Things getting interesting at Rakon

https://www.nzx.com/announcements/456431

 Resolution 8: That Brent Robinson be removed as a Director of Rakon Limited.

[Left Field]

Latest out from RAK......holders will  be encouraged..... RAK turning a corner??.......Greenshoots even???

https://www.nzx.com/announcements/463549

Highlights:
 • Double-digit increases in revenue, gross margin percentage and Underlying EBITDA1:
 o Revenue $54.2m, +30.2% YoY – broad-based growth across all major markets
 o Gross Margin 48.8%, +11 percentage points from 37.8% in 1H25 – driven by scale, mix and India cost efficiencies
 o Underlying EBITDA1 $3.6m, +149% YoY – strong operating leverage and disciplined cost base.
 
 • Market momentum across the portfolio:
 o Aerospace & Defence (Revenue: $20.1m, +20% YoY): Fifth consecutive period of record growth; demand accelerating with a $75m+ global contracted Aerospace and Defence (A&D) order book – the highest in Rakon's history – and a rapidly expanding multi-year pipeline
 o Telecommunications (Revenue: $25.0m; +49% YoY): Rebounded strongly as orders recovered and customer inventory normalised
 o AI & Data Centre (currently reported as a part of Telecommunications): Delivered 50% YoY revenue growth; meaningful FY26 revenue expected as Tier-1 programmes scale
 o Positioning (Revenue: $6.3m, +14% YoY): Stable, profitable niche with growth opportunities.
 
 • Cost discipline delivering margin expansion: Efficiency programmes and global manufacturing optimisation have reduced the cost base while enabling increased strategic investment capacity across New Zealand, India and France.
 

[Left Field]

Latest out from RAK......holders will  be encouraged..... RAK turning a corner??.......Greenshoots even???

Crikey and now a takeover offer...... good news for holders.

https://www.nzx.com/announcements/465711

[Crackity]

This takeover is gonna succeed

$1.36 at the close looks tempting

Hmmmmmm