Good break down, agree good value, Just a few devils advocate points
1) Service/trucking business face a hard time in an inflationary climate and a slowing economy.
2) Small firms find it hard to pass on increased costs so margins fall and take some time to recover.
3) This is a time when you see how good management is.
4) On the upside there will be opportunities to buy other businesses at a low price.
If management can control costs and start to increase prices then they are cheap at these prices but if they can’t then the market will punish them. If they consolidate margins during the next 6 months or so then I see plenty of growth opportunities ahead. The upcoming result briefing should provide management to show how they will confront these issues.
Good break down, agree good value, Just a few devils advocate...
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