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Just started looking at this company. Do they save their...

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dcmmm

84 Posts.

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26/09/19

17:25

Post #: 40592564
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Originally posted by joewolf: ↑

Listened to the conference call. Made me a lot happier bought some more. I like the style and openness of the MD and the slides make a lot more sense when he puts them in context as to how they run the business and measure performance. The comments and context of Uni-span was good and explained that Uni-span told their staff so they had to make the announcement a lot earlier than they had hoped to.

Uni-span equipment - complementary to ACF and also there are synergies as well.

I liked the fact that he( they if you add the new CFO) coloured in the new staff and their skills which made the business look and sound far more cohesive. It looks like they want to be a go-to company where they find solutions and opportunities to cross-sell to customers.

Basically, the government will have to feed the construction industry to keep it going well and they understand what their role is.

He did not that scaffolding quotes are going out at better prices than 6 months ago.

So this is one for my bottom drawer. CFO sounds conservative and that helps with my investment thesis.

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Just started looking at this company. Do they save their conference calls anywhere?

If not, joewolf would you be kind enough to briefly summarise what you remember of what was said?

ACF Price at posting: 25.5¢ Sentiment: None Disclosure: Not Held
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Last $1.18		Change -0.020(1.67%)		Mkt cap ! $346.9M

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