DRP fellas...refer to 'nature of change' section in the announcements.
Agree a fair bit with your initial post stag...only thing I'd say is you need to risk money to make money. Unfortunately, their risks they've taken so far have not really done the job. Holding onto a fading hope that one day they will eventually get this business right.
Critically they need to improve the margins on their IBM reseller business...while its a good revenue generator, they need to ensure they keep the costs from ballooning out while increasing their sales.
At least they have kept the capital structure quite tight.
Cdchi1
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