I'll try justify this with a full right up on the weekend if I get time but I think the quarterly looks pretty decent, decent revenue, ebitda growth % looks really good, should only get better if they can execute their integration and transformation strategic (watch Julian's video if you haven't already). Would've expected to see this sitting in low 40s/high 30s.
Once I've had time to digest financials I might top up, though I'm already pretty overexposed on tnt. Been in since 7c, have topped up in each 10c range, happy to keep holding on baby.
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- Ann: Appendix 4C - quarterly
Ann: Appendix 4C - quarterly, page-51
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