Hi guys,Simon Dumaresq has done a piece late Wednesday, it's...

Hi guys,

Simon Dumaresq has done a piece late Wednesday, it's pretty extensive, I'd suggest holders get a trial and have a look. A nice read indeed.

Here's a snippet, I can't copy the whole thing.

Investment opportunity/summary

With a continued focus on optimising the portfolio towards the high-growth Telstra stores, the company is set for 2-3 years of very strong growth.

The new target growth area of servicing small business is in the early stages and presents a higher margin growth opportunity. With a national retail footprint management is also positioning to benefit from an expanded range of products and services via the acquisition of Camelot IT. We have an outperform recommendation with a $0.95 valuation and price target.