Surely decision by Management to rationalize RV manufacturing to...

Surely decision by Management to rationalize RV manufacturing to one facility has been driven by recent underperformance? Prefer them to act than not; and bit harsh to look at one six month period and base your assessment of management ability on that.....

Clearly company faces some challenges as Australian retirees face significantly diminished returns due to falling interest rates and explosion in everyday cost of living etc. I actually believe that these pressures could be a net positive overall for the company as more and more people are forced to look into alternative low cost housing alternatives - an area of strength.....

I have always found being short a company that is this tightly held can increase your risk but what would a market be without conflicting views...Certainly well bid at the close!!