Alnby, I like your investment thesis and I like the prudent-sounding management. Just wondering how you compare UXC to DTL. UXC, bigger, ranking higher in Software support by Gartner, having done 3 probably good acquisitions in H1, share price also beaten lately with good dividend over 5% yield. Admittedly much higher debt level at 2x EBITDA, but targeted reduction in the next 6 month to net debt 40k. Would you think UXC would offer a stronger performance when the IT spending cycle turns back up, hence deserve a higher valuation multiple? Both trading around 15x PE (basic eps for last 12 months) at the moment.
DTL Price at posting:
76.0¢ Sentiment: None Disclosure: Not Held
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