My view (and reiterated at the AGM) is that RWL have the infrastructure and execution capability while EMC has the tech that can generate higher margins.
What is important is this margin increase going forward together with the recurring revenue capability that unlocks the promise of accumlating and increasing NPAT over time.
Throw in China as the wild card and I think this represents one of the best high potential opportunities in the small to mid end of the ASX
