HUM 1.19% 85.0¢ humm group limited

Ann: 2021 AGM CEO's Address, page-8

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  1. 13,014 Posts.
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    I share your frustration. I have been in for a number of years and it looks like you have been in for a few years as well.

    It just seems to me that the past big misses on forecasts and some of the major write-offs have left a sour taste in the mouths of fundies meaning they are simply not interested.

    The fact that John Wylie is there and seemed very committed on the AGM video-conference yesterday is the only factor why I am still in Humm.

    I like RJ, I like the restructuring, I like the niches they are playing in but what I don't like is the profit growth trajectory. So I am torn.

    I am going to hang in a bit longer and see howexpansion in the UK and Canada goes and the re-opening of travel and solar financing go in Australia.

    Let's hope Humm gets a re-rating soon.
 
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