re: Ann: M2 issues strong earnings growth gui... ormond, AMM perhaps? Whatever the company, please let us know once you've bought.
AMM still seems like good value to me, I bought in at around current prices a while back.
- They own fiber in less competitive areas and large part of iiNet (23.4%)
- Attractive returns on long term contracts.
- Good growth and repeat business (due to those LT contracts)
- excellent balance sheet, negligible gearing, provides ability for acquisitive growth (not that I'm a fan of that, but market often is.)
Here's a quick starter for 10
http://asx.com.au/asxpdf/20100824/pdf/31s220psmbqr7w.pdf
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