a good buy at 12.5?, page-32

Hi Parma,

To be perfectly honest, i think many of the attendees have, and will continue to have, the view that COO is a no growth business. I suspect they will continue to overlook COO at mid single FCF multiples, only to get interested post acquisition and pay far higher prices.

I have no knowledge of any other presentations. Tonuri said a 15 page preso is likely to accompany the full year result however, the first this decade i think.

Haydn24, there was over 8m shares which traded on Apr 21st. My view is that this was Broomhead and Shehadie's exit. Thoughts?