Agree with bons on this one - they paint a nice picture of the future, but consistently fail to deliver. Seems to me they have a real execution problem.
Also curious to see their fy19 outlook - think I saw they're investing in Australian manufacturing, but I don't think this investment supports all the talk of US growth?? Something seems out of whack here.
Tread carefully IMO.
Agree with bons on this one - they paint a nice picture of the...
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