HSN 0.92% $5.50 hansen technologies limited

Ann: Annual Report to shareholders, page-7

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  1. 159 Posts.
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    @Arpeebee - I am not expecting much news in the 'Outlook statement' at the AGM on Thursday. Perhaps some confirmation that the improved profitability forecast at the FY17 results is 'on track'. Perhaps a comment on how well Enoro is being integrated (as well as Solutions and Hi Affinity). Perhaps a comment that FX negative impact has improved compared with 1H17.

    My concern is that the Enoro CY17 forecasts ($55m rev and $9m EBITDA) suggest a margin of only 16.3% making it very difficult for Hansen to stay inside their 25-30% target range. Perhaps the 'Outlook statement' will quietly drop the 25-30% target range?

    The 1H18 results (Feb18) will tell the story imo!
 
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