Interesting stock, this is. Some polarity exists within the fund...

Interesting stock, this is.

Some polarity exists within the fund manager and analyst communities. In recent weeks I have seen two sell recommendations, and two Out Perform recommendations. So what is it to be?

PPL are currently integrating the Cohort acquisition. Most seem to think this was a good acquisition, me included. The only reservation some question is the degree of unallocated free float this created.

PPL will make $60 million plus, in revenue. The central question though, for some analysts, is how much will PPL's spend be on staff and business costs, and will this result in an NPAT or loss.

There are questions, and room for optimism. In the meantime, the market will wait for business updates, and half yearly financial reports.

Gw