AHL

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is this the same Darryl Abotomey who I believe did a good job...

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noomxx

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20/11/23

13:16

Post #: 70997357
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Originally posted by greginternet1: ↑

My thoughts:

- Darryl Abotomey on board in any capacity is good. The CEO search is sitting with Insight Group executive search, so doesn't seem like a "NED > interim > permanent" scenario. Wouldn't mind him remaining in CEO role, but the axe he has to grind with BAP could/would influence decision making (which admittedly could lead to great outcomes, or not)

- EV headwinds are far enough into the future to not be a major concern at this point for me

- Interested where their business selling into data centres gets to, was an angle I wasn't aware of when I first started researching AHL. Certainly there is an increasing number of things in the world generating heat and requiring dissipation, perhaps there are other uses for their skills.. I'm no expert here, and it's not part of my investment thesis.

- They will gradually move into being more of a "generalist" parts supplier than their former/current life as a "specialist". They've already done brakes and rotating electrical. They picked up distribution of Sachs suspension range when Bapcor/Burson removed it.

- Some interesting industry dynamics that AHL could take advantage of involving BAP, GPC (Repco/Napa), Cooldrive. Might write a separate post on this at some point.

- There is some short-term structural stuff they need to change/get right - this should settle strategy and enable execution. CEO appointment is obviously key, as is GM Aftermarket that is/was being recruited.

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is this the same Darryl Abotomey who I believe did a good job over at BAP as CEO before he got booted due to disagreements with a bureaucratic board?

AHL Price at posting: 85.5¢ Sentiment: None Disclosure: Held
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Last 77.5¢		Change 0.000(0.00%)		Mkt cap ! $62.99M

Open	High	Low	Value	Volume
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No.	Vol.	Price($)
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is this the same Darryl Abotomey who I believe did a good job...

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is this the same Darryl Abotomey who I believe did a good job...

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