It is with an humble heart and open mind that I hope valuebuddies will benefit from investing in Penguin.
OP asked the following questions and generated a lot of response from various valuebuddies.
Let me do a check:
1. Mind to explain what exactly are <Penguin> products?
Squirrel (#1068)
2. How those products <help its customer>?
dydx (#1157)
3. Who are the competitors?
Squirrel (#1180)
4. Why are they better than their competitors?
dydx (#1174)
5. Why do customer choose Penguin over Chinese or Korean builders?
dydx (#1170)
6. What moat does Penguin has?
GenS70 #1178)
7. How many % of your portfolio would you invest in Penguin? So you can sleep soundly.
This one is very difficult to answer. However, this post by Karlmarx should gives you some assurance
(Penguin has adequate liquid balance sheet to keep company out of financial danger)
(Penguin is still in a growth mode #1107)
I hope valuebuddies had a chance to take a look at Penguin.
Today at 60cents with PE 8 and PB 0.8, whehter Penguin is still a value investment is still debatable.
However, it's a prudent company with solid balance sheet should continue to exist for next 10 years.
Given some tailwind in O&G sector, it's revenue and profit should continue to grow in next few years.
What's exciting to me is the successful transformation of it's business beyond O&G sector.
Like what a relatively quiet valuebuddies Dossers say
(Evolution beyond core #1081)
[img=639.9999389648438x479.9999694824219]https://www.thesun.co.uk/wp-content/uploads/2019/10/NINTCHDBPICT000527124769-e1569930552383.jpg?w=960[/img]
=========== Signature ===========
感恩
OP asked the following questions and generated a lot of response from various valuebuddies.
Let me do a check:
1. Mind to explain what exactly are <Penguin> products?

2. How those products <help its customer>?

3. Who are the competitors?

4. Why are they better than their competitors?

5. Why do customer choose Penguin over Chinese or Korean builders?

6. What moat does Penguin has?

7. How many % of your portfolio would you invest in Penguin? So you can sleep soundly.

(Penguin has adequate liquid balance sheet to keep company out of financial danger)
(Penguin is still in a growth mode #1107)
I hope valuebuddies had a chance to take a look at Penguin.
Today at 60cents with PE 8 and PB 0.8, whehter Penguin is still a value investment is still debatable.
However, it's a prudent company with solid balance sheet should continue to exist for next 10 years.
Given some tailwind in O&G sector, it's revenue and profit should continue to grow in next few years.
What's exciting to me is the successful transformation of it's business beyond O&G sector.
Like what a relatively quiet valuebuddies Dossers say
(Evolution beyond core #1081)
[img=639.9999389648438x479.9999694824219]https://www.thesun.co.uk/wp-content/uploads/2019/10/NINTCHDBPICT000527124769-e1569930552383.jpg?w=960[/img]
=========== Signature ===========
感恩