Let's just see how things pan out for ALL in the future. I might have this quite wrong, but the acquisition of VGT looks to me like leaving debts of around $1B+ on the balance sheet, which will be revealed at FY15 half year.
Quite scary stuff to me, especially if we're in the beginning of a replacement cycle slowdown. I am much happier leaving my investment in AGI, safe in the knowledge of low debt and looking for 'organic' growth.
ALL Price at posting:
$6.73 Sentiment: Sell Disclosure: Not Held
AGI Price at posting:
$2.41 Sentiment: Buy Disclosure: Held
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