when HIL actually made stuff .....it was an ok company.......
as a lot of people have pointed out - there are some issues that need to be fixed:
1. competing with the actual hospital for provision on entertainment services ........(almost all have foxtel type stuff, and wifi will eventually be everywhere in the cities.....)
2. the antenna / home security buss is fine .....
3. the deal with WOW ...." New seven year licensing agreement with Woolworths Limited (extendable to 19 years" - suggest you read that ASX announc carefully ........when a 3rd party id responsible for distribution ......it doesn't always work.......
the "brand" has been barstidized .........
obvoipously there will be some w/offs of intangebles / goodwill .....
the 1.8 - 4.8 in H2 guidance suggests they haven't yet solved the above ....outlook statement will be interesting .....
if they could do a hole of hostipal deal across Oz .......company would do well ......haven't seen evidence of this as yet ......
SG&A @ 25%+ of total rev's is where the "real problem" lies (imho) ........
rgds
Value_Hunter
HIL Price at posting:
43.5¢ Sentiment: None Disclosure: Not Held
