csv well below 'intrinsic value' , page-7

  1. 350 Posts.
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    Hi Legume and others. Thx for posting details of your conversation with management. I have written to the CEO asking for them to webcast results from now on so shareholders can ask questions and they can improve communications. Couldn't help but get back in again today circa $1.02. There is way too much bad news priced in.

    Hoey had an article on CSV in the AFR today. Noted that perennial has been a steady accumulator. The market expects negative one offs FYE 11 but FYE 12 will be strong. Management are certainly expecting to deliver more than the Analysts - I hope they are right.

    Legume - did they say to you they would reconfirm guidance?
 
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