AGM FEEDBACK, page-4

I topped up after reading that a few weeks ago - great upside, low risk - best opportunity I can find atm

Summary:
In our search for under-valued high quality ASX listed smaller companies we occasionally come across an opportunity which truly stands out from the crowd. In this article we discuss a company which is currently trading at less than 10 times FY18 earnings despite expected earnings growth of 15-20% p.a. over the next 3 years driven by solid tailwinds in a defensive industry. And to top it off, the company is led by one of the best management teams we've had the privilege to get to know - and we've met a lot of management teams over the years.