Yes, hopefully there will be a good level of detail included when the annual result is released which leads to a rerating of the share price. I’m looking for some transparency on:
- How the Prime Turbines acquisition is travelling relative to expectations, including the level of synergy savings and retained margin on PTB sourced work;
- Progress with on-selling the spare part inventory purchased from CT Aerospace
- How the PT6A test cell is trading?
- Updated projections on engine and airframe leasing numbers and revenue
- The impact that COVID has up to 30 June and what is expected in the coming year;
- What growth opportunities are available/forecast revenue and profit for FY21
- Dividend policy for FY21 and beyond
- Debt maturity and interest rate profile.
The level of transparency in past Annual Reports has been good, so hoping this continues with the increased size of the business.
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Yes, hopefully there will be a good level of detail included...
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