Let’s face it, the guidance provided by PGC in late Dec is...

Let’s face it, the guidance provided by PGC in late Dec is already factored into the current share price.

So the key points to the half yearly are in my view:

How the half year actually closed out compared to the guidance given. Given the update was close to the end of the half year, I can’t see a big surprise here....

Any change to the full year guidance based on trading in January and early Feb. this is an unknown, but the period of trading is small.

Any upgrades to the outlook from acquisitions. High chance of this.

I am if the view that the market may actually react positively to the half year report. Or at least it could be the bottom of the down trend.

Gosouth