Some notes from presentation:
Revenue has already increased in Europe re resource recovery.
New factory for tonerplas etc cost $5m. Expected revenue is $4-5M annually. Intending to role this out throughout Australia - the demand is there.
Acquisitions - will only be made strategically. Do not consider themselves a roll-up. Can be made with fcf and a debt facility will be available if they need it. Mainly see opportunities in resource recovery.
Refinancing is on the table once they have a clean set of accounts (ISP Tek integration now coming up to 1 year).
Capital management - will pay down debt as a priority.
DYOR - interview will be posted on YouTube
Ann: Notice of Investor Briefing and Presentation, page-3
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