JLG 1.31% $3.86 johns lyng group limited

Great question. Unfortunately neither the financial...

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  1. 1,009 Posts.
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    Great question. Unfortunately neither the financial statements/annual report, or results presentation provide any breakdown in the segment analysis.
    Like you I could only glean that Strata Services is a core growth Pillar.

    This extract from the Chairman and CEO Letter in the Annual Report provides some insight into their strategy
    https://hotcopper.com.au/data/attachments/6449/6449126-de316d4606f8dd0aa509c15bcb1daa62.jpg
    The more I researched this commentary, more questions arose. There were no ASX announcements relating to the two strata management businesses acquired during the year. The SSKB Strata acquistion this year was announced together with Chill-Rite HVAC. Two businesses in different industries, yet only an aggregate consideration, estimated revenue and EBITDA were provided.

    Reading today's response announcement and learning that Robert Kelly is also a non executive director of JLG, I need to seriously reconsider remaining a shareholder.
 
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