I think they have achieved most of what they come out with. The market just doesn’t recognise it. They said they were a red rattler and needed to transform into something better and that’s what they are doing. It’s just not instantaneous but the trend is there!
I was a little concerned at the mention of acquisitions to help achieve that revenue as it feels like it would put us back again. The analysts will hate it and it means more integration costs etc. Anyway one year at a time - seeing how August goes is enough worry for the moment.
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I think they have achieved most of what they come out with. The...
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