I've posted a lot about CMP, so won't go into further detail in...

I've posted a lot about CMP, so won't go into further detail in this post, but suffice to say it is cheap if management deliver. We need to see EBITDA around the $2m mark this half for a re-rating to occur. If they do that then its cheap on a whole bunch of metrics and the market can start to assign some value to management's forecasts. The AUD movement has been supportive of a strong result so they don't have any excuses.

Confirmation of a turnaround in the core business will kick start the re-rating and if the market latches on to the blue sky story in the e-health division then there remains plenty of upside at these prices. CMP is a large holding for me.