Thanks BF1 appreciate the background info.
I have previously owned PPG shares but didn't like the CVC overhang which is no longer an issue.
The SP got ahead of itself when PACT went to 48% so I have waited for that to unwind and the PPG logistics restructure to get sorted before climbing onboard.
PPG have a good launch platform now, the first half FY will show strong top line but flat bottom line growth, the second half will beging to show the scale benefits and PACT tie up coming through IMO.
buy time, page-8
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