re-rating due, page-32

have a look at some of the stocks in the exact space/sector

ie not talking about the mobile mania influence

just solid trending stocks

MTU IIN AMM TPM HTA MNF


AYG has some solid leads but they need to rebuild their foundation

tapping into the telecommunications market

cut costs on the IT hardware

keep the recurring rev on the IT software

then the new business plan will start shaping up


corp side, PWC's strategic review, I reckon that is hinting on potential assets sale. hopefully together with business turnaround, the balance sheet will get a good cleanup

execution, peter kazacos. I always pre-set my mind that every stock will be a failure these days (prob coz I got played on too many Perth mining stocks), but Id like to be pleasantly surprised by the Melbourne IT guru.