it's a pain about the FY - CY thing - but, although you are correct about analysts - in the not too distant future the analysts of import. will be in the US ------ well, we assume so.
agree with your margin -------------------- I perhaps don't necessarily agree with the larger customers being smaller - because the larger contracts will drive the cost of chemicals down dramatically - so, those contracts for those particular mixes - may well be good solid margins ----------- although I still think we will settle about that 30% mark.
agree with PE - very high at times - although I count 30 for calcs.
Bit of a guess on P/A revenues - but, I think 17/18 should soar over 100 mil. - I would be concerned if it doesn't.
I think we shall have an idea on release of the half report - end Jan.
But, we might have some indications much earlier - assuming large contracts.
have a great arvo
Pinto
AJX Price at posting:
59.0¢ Sentiment: Buy Disclosure: Held
