Ann: Investor Conference Call for FY21 Results, page-5

I don't expect miracles but I'd be happy with a reasonably steady uptick in the various metrics and reasonable forward projections.

With a business like JLG, an uncomfortable question is 'if there are fewer acts of God in a given FY that cause problems, such as less flooding, no cyclones, fewer bushfires and no unseemly wind-related events (i.e. Melbourne's Blue Dandenongs recently), does JLG disproportionately suffer?'

The more 'regular' work JLG is winning contracts for, such as removal of dangerous mainland communist Chinese-manufactured cladding from apartment buildings in Melbourne provides some of the answer. This work is ongong with future opportunities in other states, especially NSW.

There's less migration to Oz. Due to heavy restrictions on how many passengers can be accommodated on inbound international flights, and fewer airlines/frequencies, it can be hard for even skilled category visa applicants to travel to Australia, so can JLG source the cointractors/staff it needs in specialist trades? Maybe it simply offers more money and lets its reputation do the rest in attracting applicants.

One other 'HC' contributor suggested elsewhere JLG was 'priced for perfection'. The share shave doubled since I purchased in January 2021, something I never foresaw would happen. At the time, as we do, I thought 'have I made a big mistake given the SP has already risen somewhat?'

What we forget is that success may breed success, and that the institutions suddenly notice a stock and want in.

I reckon it'll be a good report but 'Mr Market' can be vicious on the day of an annual report announcement in the way 'he' looks foward six to nine months.