I dont know if it is fair to blame him for the ag chem performance. Weather is more a factor.
The acquisitions look good to me. Enlog appears to be a toe hold entry into medical goods handling. Gvmt contracts are also attractive. Etc etc We are becoming a mini Cleanaway.
I have no issues with growing logistics. Acquire away. Fleet utilisation is high = justifiable.
The hazardous facility in NSW makes commercial sense.
If anything, it's the head of Environmental Solutions you should be aiming at. That said, the Vic plant commissioning was announced (ie investment before cash coming in).
Ann: Acquisition of Australian Petro Chemical Storage, page-306
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