As I understand it, the share price weakness is mainly due to the prospect of New Cold, a Dutch company, setting up facilities in Australia and this will add further competition to AHG's Cold Logistics business, which is already a poor performer. When (not 'If', it looks inevitable) AHG's Board decides to flog off the company's Cold Logistics business, I expect AHG's share price will get a nice re-rate.
AHG Price at posting:
$3.74 Sentiment: Buy Disclosure: Held