I was surprised at the size of the drop over the past two days.
Maybe there is still unease over Andrew’s withdrawing from the day to day role last year. Also the mention of further acquisitions whilst the latest still far from being bedded down.
One to watch closely, but as you say if the turnaround is a success it will be a game changer.
GTK is in a fairly similar industry, but much smaller and NZ based. It went through some difficult years but recently has been going gangbusters with new management.
Ann: 1H24 Open Brieifing, page-4
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