oops - previous post should read price sensitive not sentiment!
Small reaction to this good news. Maybe priced in already as the expectation for them to continue with their ADF work. Although I'm happy to know that the company will earn additional 200m per year, something not to be sniffed at!
Addition of the relocation administration services is a nice 'bolt on' and builds a nice 'advantage moat' around their ADF work.
TOL Price at posting:
$8.43 Sentiment: LT Buy Disclosure: Held
