Anyways no point nitty picking: - I will go straight to Sales and PAT comparisons normalised half year on half year - Read commentary on oneoffs closely (sales loss and stock writedown, looking for further impact of SAMR delay) - Outlook for FY19 and SAMR - Any revisions to FY21 $500m sales ambition - I will be watching GP and EBITDA margins closely looking for improvements - I will seek market share statistics - Look for cash balance and deduct from market capitalization - I will redo P/E ratios and buy if <20.
Enjoy your weekend and watch these points very closely on Wednesday.
BAL Price at posting:
$8.10 Sentiment: Sell Disclosure: Held