RXP - RXP Services Ltd

[percy]

With projected growth of over 20% pa for the next couple of years and a current PE of under 10, I brought a few.

[noodles]

With projected growth of over 20% pa for the next couple of years and a current PE of under 10, I brought a few.

My thoughts on the stock are posted here:
http://shareidea.com.au/idea/2016010...rvices-limited

[DarkHorse]

Thanks noodles. Do you have any thoughts on the competence of their management (particularly from point of view of someone in IT)? I see that as particularly important with 'roll-ups' for obvious reasons.

[noodles]

Thanks noodles. Do you have any thoughts on the competence of their management (particularly from point of view of someone in IT)? I see that as particularly important with 'roll-ups' for obvious reasons.

I have not met management. Suggest you watch the video here:
http://rxpservices.com.au/alan-kohle...ross-fielding/

They have acquired specialised 'in-demand' services (which I like). So I don't consider it as a roll-up.

[DarkHorse]

Thanks again noodles, you're a star. Have a much better feel for the philosophy of the company and rationale behind all those acquisitions now. RF also seems like the kind of 'level-5 leader' (in Jim Collins' language) you want to invest with.

[percy]

Thanks again noodles, you're a star. Have a much better feel for the philosophy of the company and rationale behind all those acquisitions now. RF also seems like the kind of 'level-5 leader' (in Jim Collins' language) you want to invest with.

Yes I too found the interview extremely interesting,and informative.
Thanks Noodles for the link.