What are yours and other people's expectations on the 4C?
I must admit I'm a little nervous of the reaction we might get if its underwhelming. Part of my concern is for the most part ICI has talked in terms of revenue when discussing the acquisitions but at the end of the day it's NPAT that sits on the bottom line. That's the number that needs to impress.
I must admit I have lost track of the timing of acquisitions too, but from memory this won't give us a full quarter with all the new businesses in the group. Correct?
A third of my holding is over 12 mths now, so I'm beginning to impatient (which I know is silly), but wanting ICI to get on with delivering!
What are yours and other people's expectations on the 4C? I must...
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