Frankly the numbers both for FY15 and the Outlook are respectable but not as good as I predicted HOWEVER it is totally refreshing to read a full year presentation from these guys which is straightforward and easy to follow and I continue to have the sense that this business is definitely in a genuine turnaround. Great new management team, integration of Bloomer appears to be tracking well, and no reason to think there won't be more significant acquisitions as and when the opportunities arise. Plus those tax credits just sitting there.
NOD Price at posting:
7.5¢ Sentiment: Buy Disclosure: Held
