Ann: Helloworld Agreement, page-3

I like the CVO business model and have traded it previously. Took a small position last week on the news but I think at the moment it may be hard to overcome the negative sentiment from the falling aussie dollar/effect on outbound travel thematic. Whether that actually cuts growth by a meaningful amount who knows...
Also took another look at HLO this week but want to see some stabilisation in EBITDA first. Don't like buying companies that are forecasting falls in EBITDA, whatever the reason