Yes, hopefully there will be a good level of detail included when the annual result is released which leads to a rerating of the share price. I’m looking for some transparency on:
How the Prime Turbines acquisition is travelling relative to expectations, including the level of synergy savings and retained margin on PTB sourced work;
Progress with on-selling the spare part inventory purchased from CT Aerospace
How the PT6A test cell is trading?
Updated projections on engine and airframe leasing numbers and revenue
The impact that COVID has up to 30 June and what is expected in the coming year;
What growth opportunities are available/forecast revenue and profit for FY21
Dividend policy for FY21 and beyond
Debt maturity and interest rate profile.
The level of transparency in past Annual Reports has been good, so hoping this continues with the increased size of the business.
PTB Price at posting:
62.5¢ Sentiment: Buy Disclosure: Held
