I'm looking forward to seeing the half year results presentation and the progress the business has made in integrating the Gemini business.
Not sure what everyone else thinks, but I would be particularly keen for management in the presentation to provide 1H16 v 1H15 results to EBITDA level (or at least sales and GP for each division) on a:
• like-for-like basis
• pro-forma basis.
I think this would be more informative than a simple presentation of the raw financial numbers given the level of acquisition and divestment activity in the last six months. Would also give some insight into the 'organic' v 'acquisitive' growth of the business.
The quality of the slides used in the Australian Microcap Investment Conference (compared with previous presentations), which may or may not be related to the appointment of Ashley Killick as CFO in Sep-15, fills me with some hope that this will happen.
AMA Price at posting:
94.0¢ Sentiment: Hold Disclosure: Held
