Well I didn't like the blow out in expenses and dont think they have fully explained it.
Sure, indigestion may sum it up, but why the consumables blow out in core business...revenue up 33% odd...... great , but that consumable figure is up about 50%! Paint and thinners you would think would be down with oil cycle but perhaps shortages in China was an issue...others like occupancy are high despite them skiting about having a win with landlords..then $15m odd in consultants I guess to do with acquisition and ongoing review...but gee they didnt miss! As in charged plenty!
They are certainly now a very big business so just have to manage it better!
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