Hi Charles,
Nice to see expectations met. A very nice stock to hold.
There was a very small article in the weekend AFR about the next possible generations of DVD type technology. One called Blu-Ray and the other "High Quality DVD". The article said it will be like the Beta and VHS battle and the major IT players are already taking positions either side.
I would imagine Magna will have a couple of years before that influences their marketplace?
I see MPH very similar to FUN. Once its market cap starts growing it will start to get on the radar of a few funds and it will enter a nice steady uptrend.
Becker BKR today pretty muted response compared to MPH. Yet owns half the business. May be one to get into. May seem like overloading,but its such a good story in my books. Maybe Mr Becker will allow himslef to be bought out if MPH offer enough. No dividend yet on BKR but they are paying their debt down. On much lower P/E than MPH, but very illiquid. Might suit the group?
acturtle
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