A profit warning....So what.
If ZGL was a pure cyclical dull/mundane/off the shelf construction or oil service outfit ,I would have serious concerns even with a low PE & discount to NTA......I have no great regard for either PE or NTA.
But ZGL is a genuine evolving growth story that will show its mettle in the next year or two....This is why I am positioning myself while it is misunderstood.
GARP is my bible ( Growth At a Reasonable Price)
Ann: Profit Warning 2013 , page-12
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