ISU 5.08% 31.0¢ iselect limited.

Ann: Change to CFO role and reaffirmation of FY18 underlying EBIT, page-33

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  1. 2,983 Posts.
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    Wow some moron reported my post. Idiot

    I listened to the entire discussion and made full page of notes of it.

    The question of IHa involvement was raised 3 times by different analysts including Colin Street Value fund and Italus Capital. Towards the end of the discussion the question of IHA involvement and subsequent offers was raised by John Shen(?) from Italus and the CEO clearly said - we expect any one who is considering an offer would want to see how the full year results pan out and then make a decision for further action.

    Just before the open - Ashwani from Goldman sachs asked how long this turn around going to be - what is short term and what is medium term and the CEO said short term is not 12 month but also not 5 yrs. I thought it was that which caused the sell off right at the beginning

    The moderators need to ask people if they can substantiate their claims before being all high and mighty - I dont spend entire days on this site.

    Idiots
 
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