Hard to please everyone. The first principles bottom-up objectives suit this business well. Too often we see birds eye view top-down goals from the executives, when it's the subtle bottom-up tweaks at the lower management level which have far more impact. Head count control for margin improvement and boost incoming revenue with a focus on sales. Fundamentals.
Proof will be in the results but new CEO has clearly down their homework on where the value drivers are. I'm not sure how many have gone to the effort to isolate the revenue and expenses of ERP Aus/Asia in the financial reports; it's clear the business is at an upwards inflection point.
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