Let's just see how things pan out for ALL in the future. I might...

  1. 446 Posts.
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    Let's just see how things pan out for ALL in the future. I might have this quite wrong, but the acquisition of VGT looks to me like leaving debts of around $1B+ on the balance sheet, which will be revealed at FY15 half year.

    Quite scary stuff to me, especially if we're in the beginning of a replacement cycle slowdown. I am much happier leaving my investment in AGI, safe in the knowledge of low debt and looking for 'organic' growth.
 
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