Rpkewa,
Yes - agree with your earlier post too. One Stop Shop it is. (The XRO of Churches!) ... but I do worry that some management teams get deal-happy, so I think they would be well-advised to send out some explicit messages.
Does PPH-CCB give them the capability they need? If not, what gaps are they contemplating to still need to fill? One way or another, an investor session is needed. They have had a good 3-year run of volume growth in the east-pickings area. There are quite a few strategic questions ahead for the next phase.
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