TP - we will have to agree to disagree on this one. I think they are trying to integrate too many things at once as showed in the half year report. Doesn't look cheap either.
I read the half year report and I saw what they are saying about already addressed/skewed 2nd half profits etc... - they nearly all say that when they surprise on the downside - might be ok if you hold for 6 months and see if they deliver on those words.
good luck with it - hope I am wrong!
SDS
sds corporation limited
