re: Ann: Presentation to Macquarie Securities...
Impressive presentation!
CAGRs of 50% and 37% for Revenue and EBITDA since 2006!
3 Divisions great geographic diversification and low debt.
Outlook has the full year impact of 3 acquisitions and several new contracts; incremental revenue looks to be more than $15 Million and EBITDA in the region of $5 Million. This alone translates to about 12% increase in EBITDA without core business improvements.
Both organic growth and big pipeline of tender projects are mentioned.
Not a sexy business but terrific historical performance!
TOX Price at posting:
$2.82 Sentiment: LT Buy Disclosure: Held