@ibetfixed Hi, I listened to DGL presentation yesterday*. In fact, Simon Henry was replaced by the director of manufacturing. I don't think there was much news in his presentation.
As usual in this kind of presentation, I find that the "Q&A" part is the most interesting. Some interesting answers there : - cross sales between the 3 divisions represent now around 20 % of total sales and it still expects a large upside from cross sales, - they still have a good cash position after their last acquisitions, so probably no need for another capital increase in the short term, - they want to expand out of Aus/NZ, where they are going to have a significant position quite rapidly.
On another topic, I saw that you spent some time looking at PBH and BBT. I am now looking into details at this area and will probably ask some questions about it later on, if it's fine for you.
* i think that there will be a replay soon available of the presentation (it is usually what ASX is doing).
