HRL 4.17% 12.5¢ hrl holdings ltd

Ann: Change in substantial holding, page-15

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  1. 16,345 Posts.
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    Jchappe I'm really not looking that far ahead at the moment . What I want to see are the businesses integrating fully , more information as to what Analytica has to offer,such as last weeks announcement and evidence that the company is clipping away at any loose edges of their businesses and bringing costs to a reasonable level ,with the understanding that we are growing..

    So for the last half it'd be pleasing if we can maintain the profit growth that we've enjoyed to date . I don't want to put a number on Analytica just yet because it's my belief that there are significant opportunities at foot with what we have and what we've acquired ,I think we'll be in a better position to judge where we're at fiscally at F/Y end 2018 , and I also anticipate other aspects of our businesses will have taken a step forward..

    Right now I believe the market has very little appreciation of the scale of the current businesses ,particularly the opportunities ,so I just want to see a smooth transition and integration with the aforementioned regular updates .

    All in all there's no way anyone with common sense would sell this and I'm sure the out of nowhere buying that was sparked by the acquisition will reappear on a far grander scale once it's clear that everything's proceeding to plan
 
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