Published on: September 29, 2022

Supply chain issues vs strong demand

Oxford Metrics’ full-year trading update stated that supply chain problems have led to £3.5m of shipments being deferred from FY22 into H1 FY23. However, demand remains strong, with Oxford Metrics once again having a record order book. We have adjusted our forecasts to reflect the impact on FY22. Elsewhere the Location-based Entertainment market continues to grow, with contract wins and leading customers continuing aggressive roll-outs. This is a frustration but does not alter the positive, technology application and adoption driven investment case.

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