AGI Chart. What next?, page-104

Been a good 2 weeks. Looks like the unhappy punters might have finished selling.
Doom and gloom has subsided now back to the facts.

Things I'm looking forward to in the upcoming result.

Increased NTA ( by a healthy %.)
Increase in Latin America
Increase above the 2600 odd machines on participation (18% increase in H1) and hopefully a increase in the day rate. I think they have discounted for the last 2 years now. I could be wrong on that. Are they in a position now to increase? All did last year.
Increase in VIC. A600 been licenced for 6 months now. ( will give a good gauge of the uptake for the 600 in the domestic market)
Increase in both NSW and QLD. Another gauge for fy17 regarding the A600 penetration.
The company had big increases in the Americas in H1. it would be Stellar if they can replicate those numbers in H2. H2 has been historically better than H1 for AGI.
I expect more transition costs associated with the A600 take-up.
I would expect R&D would be slightly higher due to the Class 2 entry
Currency exchange should be slightly down as the AUD has strengthened a touch.
Cash flow should be higher as the plant construction was realised in H1 (26 mill hit) combined with the benefit of the Nova acquisition. Outstanding Latin America Credit coming in should help.


I feel this result will be a healthy improvement on the PCP
ALL IMHO. Appreciate further input.