Just relayed the HY report's highlights really. The one-off costs of acquisitions have hurt but will be worth it. More acquisitions in the pipeline. Will make a $120M YoY RRR by the end of the FY but to make $150M, they have their work cut out for them and it'll have to be helped by another acquisition. Organic growth, cost cutting and synergies still at the front of their mind and JC elaborated on revenue streams too.
I found it neutral. Good to see JC present and looked upbeat. However, did refer to his notes a bit. Nothing really new to the enthusiasts. JC could perhaps get some tips from the Politicians to try and sell the 'TNT idea' though. Then again, he said everything as it is, albeit unaudited which honesty deserves respect.
Overall, might help the SP due to free marketing but as mentioned, nothing new.
Please ensure you review the interview yourself and not just rely on the above - only my interpretation which is a little pessimistic due to the last 30 odd hours.
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