Yea blackout prior to results. I'm expecting some update on business progress as well as strategic initiatives for FY20 and FY21 and capital commitments. At this valuation, despite the prices paid for the acquiring of these businesses, LON could get some small cap fundie support. Trading EBITDA is all important with the rephasing that's happening and roll out in the eastern cities.
St Davids milk gets a lot of support in Vic so don't see why that won't get better and also grow in NSW. All eyes on MB products and their sales momentum with some extra publicity for MB herself. Would be keen to know what exactly her brand ambassador role requires of her and any actual results that can be measured from it.
Market expansion, page-40
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