Browsing Tag
John Scott
2 posts
EROAD (NZX: ERD) installs David Leach as CEO after major North American impairment
EROAD Limited has installed former Cin7 executive David Leach as Chief Executive Officer on October 12, completing a management reset after a difficult financial year dominated by a large North American impairment. He inherits a fleet technology platform with recurring revenue, improving Australian momentum and stronger liquidity, but a share price still close to its 52-week low.
Why ASX retail investors are rethinking Gentrack (ASX: GTK) after the 30% guidance shock
Gentrack halved its FY26 EBITDA guidance and announced a buyback. The deeper story is Octopus Energy's Kraken platform reshaping global utilities software.