Sep investor preso

I ran through the Sep Investor Presentation again and realised that it is so easy to get lost in the noise with AHZ.

If you look at the numbers on an annual basis, Wayne delivered a stunning result post transformation. Both in terms of revenue AND profitability.

The quarterly doesnt look great in isolation, but the gross profit is holding at the new high levels and we are experiencing growth. As Wayne said, he could deliver much higher growth with a bigger budget, but his brief is to deliver profitability asap. He is taking a highly conservative and methodical approach. Growth might not be as stellar as we would like, but it is fast enough to deliver profitability as planned.

Once that happens, the shareprice will reflect the NPV of our cashflows plus expectations of future growth. If you look at our current marketcap you will realise that means a significantly higher share price.