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  1. #2041
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by minimoke View Post
    Ah here's the problem. Too busy w@anking around with this "diversity" palava.

    "As part of our commitment to looking after our people, we launched our Diversity and Inclusion working group at the end of 2018. The group aims to bring to life diversity and inclusion in our business. A special sub-group to support women leaders has also been launched."

    Focus should be selling product to customers and increasing value to shareholders.Well, so far they score a big "FAIL".

    Time for them to cut the crap and focus solely on getting best people for the job - and they need that because some of them are failing to control expenses.
    Take a few breaths mate. Look the headline number is a little disappointing but they're clearly investing millions in staff gearing up for future growth. Overall they still expect profit growth for FY19 (despite this extra spend to build growth for FY20 and beyond) and obviously growth in FY20 and beyond with all the new plant and initiatives coming on stream is going to be very good. Rome wasn't built in a day and good companies aren't either.
    Encouraging diversity is very much "on trend" at present and so it should be after what happened last week.
    Last edited by Beagle; 20-03-2019 at 08:11 AM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  2. #2042
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    Quote Originally Posted by winner69 View Post
    See BlackPeter ....earnings are going to be weighted to second half
    Earnings growth in 2nd half is driven by a strong growth in sales to A2M. Knowing the supply is at lower margin which screwed up the performance in 1st half, is the bottom line still going to be impressive in the second half?

    Disc. a long term holder

  3. #2043
    Speedy Az winner69's Avatar
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    Quote Originally Posted by minimoke View Post
    cash has dropped, YOY, $75m down to $13M. I dont want to see them borrowing just to pay a divy.
    Cash flow .....some say the best measure of performance

    Only $31m v $75m pcp bit of a disaster

    Hope the $200m on new factory produces cash in the future eh
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #2044
    Speedy Az winner69's Avatar
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    Yep minimoke ....be a lot better when they get rid of some of the ‘mediocre men’ and get deserving women on board.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #2045
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    "clearly investing millions in staff gearing up for future growth"

    Didn't get back here last week. I made a comment last week on this company. Winner covered my thoughts on the CEO very well. The management of this staff ramp up and quality of staff recruited is my chief concern.

  6. #2046
    Speedy Az winner69's Avatar
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    Suppose the $65m increase in inventory to $235m is a good sign.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #2047
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    Quote Originally Posted by winner69 View Post
    Yep minimoke ....be a lot better when they get rid of some of the ‘mediocre men’ and get deserving women on board.
    If you change men for people....and women for people, then I completely agree with you.

  8. #2048
    Legend minimoke's Avatar
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    Quote Originally Posted by Beagle View Post
    . Overall they still expect profit growth for FY19
    They are behind the 8 ball at the half way mark. Margins being squeezed. Expenses going up. I am not so confident.

    But, in taking a breath I have put my money in as a long term hold. I am currently well up so well positioned to take a beating today.

  9. #2049
    Legend minimoke's Avatar
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    Quote Originally Posted by RTM View Post
    If you change men for people....and women for people, then I completely agree with you.
    +1. Its not that hard!

  10. #2050
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by winner69 View Post
    See BlackPeter ....earnings are going to be weighted to second half

    No worries
    I am not worried.

    Discl: Not holding (but a small AGM entry ticket);
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

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