Yup I was listening to. Got some good insights, especially the 8 new mcd's customers and the RFP. Also theme parks which would be good business for them.
He said that the $1.20 per share was about right in terms of how institutions valued the business, so the share price might've got ahead of itself, but at least that's a floor for them. I expect with the cash that around $1.30-1.40 is about right.
And interestingly if they want to do an acquisition they'll come back to the market to raise cash for it.
Price at posting:
$1.55 Sentiment: Buy Disclosure: Held
