Hi Guys I don't have much to add other than a few small points....

Hi Guys
I don't have much to add other than a few small points.
Kepo- broker reports are good to see the valuation methodology . But one must scrutinise the inputs. You would be amazed ( or maybe not ) how wrong some the the inputs can be spitting out completely wrong valuations on both upside and downside
As for the SP performance . What we have hear is a company that is seeking to drive financial metrics and margins through growing economies of scale . This includes corporate economies of scale but also things like decreasing the cost of cash due to size.
As for management I think they are good and approachable. What I wouldn't want to see is cash bonuses like we had a couple of years back . I say this on this thread because I conveyed that to TZ face to face and am not shy about it. If you are going to Tap debt and equity markets to grow your company then you need to ensure cash flow guys directly to strengthening balance sheet
The stock is very good value as long as they hit their cash flow and earnings targets. If they do then the SP will rerate.