Warming up nicely.
The longer I hold, the more my conviction grows regarding how HT8 is being managed. Yes, I would like clearer updates (not necesssrily more, just a bit clearer), and a CFO would bring better financing decisions (latest CR has killed some momentum), but I can't fault their ability to run their operations.
If you sign up to CEO comms, we've been reassured of deliveries through the latest Melbourbe outbreak and ready to gear up for end of FY orders. Lean costs, well balanced inventory... Compare that to our much larger peers and I'm quite happy where I'm invested.
HT8 - Primed For Growth, page-90
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