AMO agm today was not terribly compelling. Forecasting $1.0 - $1.4m NPBT for the half year, so will be well down on pcp and really going to have to wait for an indication on FY before I'd want to buy again. But worth watching, as they have the potential for a safe recovery play one day.

Though when the time comes, it may not be worth the risk if they fail to keep the market well-informed and perform as erratically as has happened in the past.