I have no doubt that Houghton is looking to increase transparency with shareholders (I hope you're right). Though the fact that there has been a complete disconnect between forecasts and reality indicates to me a serious problem in management. I might also make the point that we still haven't seen any forecasts, perhaps due to the lumpy nature of WIP. I still believe this is one for the sidelines until we see some hard numbers.
SGH Price at posting:
48.5¢ Sentiment: None Disclosure: Not Held
