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I agree PC with the upside potential - especially when the...

  1. 5,784 Posts.
    I agree PC with the upside potential - especially when the consolidate then opportunities to place with strong hands for eps positive acquisitions?

    But as vfroni said - can't work out if EBITDA or NPAT - so I took best case being NPAT and got 0.72 cps - and I was expecting 0.8 cps at worst and was hopeful of some upside surprise and some outlook comments. They missed by 10% to 15% on my expectations and reported sloppy and too late in the season imo.

    They might be doing this deliberately to shake out short term holders? But they shook me as a longer term one too. Too many other fish in the ocean that are more transparent with their reporting and outlook - and pay dividends as a reward too for holding long term.

    As I said - has got great potential and might re-enter later if a major contract or a substantial eps positive acquisition occurs.

    All the best
 
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