"Just a quick snapshot of our register, which is probably far better balanced than it was 6 to 12 months
ago, with liquidity that is improving.Our market cap, which is just neatly above $500 million, is great.
I'd love it to be more than that and we passionately believe we can build a $3 to $5 billion business.
If you look at our revenue trajectory, you look at the trading multiples, people start to look through
and see the value in our portfolio, you start to see the share price catch up. I can't remember a
business that I've run where it galloped ahead, it's always caught up to what we were doing. Certainly
what we're doing now in emerging markets with the model around ownership, the ability to increase
our stakes over time and this dynamic around transactions becoming such a significant part of the
equation, investors and our share price will continue to catch up to our story over time. If you run
these businesses well, and you're doing all the right things, these things tend to take care of
themselves anyway."
A founder led business with a strong track record - buckle up!
(20min delay)