I'm listening to the presentation. They are expecting...

I'm listening to the presentation. They are expecting competitors to exit the chemicals logistics market. Focus is on organic growth and rationalisation of assets and operations. Don't expect much at all in terms of capex in the second half. They have a full order book for agchem following recent rains and are struggling to keep up with demand. They've received additional accreditations recently which should attract further orders by international chemicals providers. They will pursue acquisition opportunities where they arise but will be at a slower rate to what has transpired since listing.

not investment advice. DYOR