RE:Did anyone watch the investor conference today? I suggest folk register and watch it. 30 mins, half presentation, half q and a.
i have probably watched too many of these to comment extensively as there is naturally a lot of similar material.
But here are a few things. Past and future revenue growth rates a bit muddled, not that he wants to be clear on the future. They are excited but hard to gage what that means. Don't necessarily expect a steady news flow - contracts come when they come. But they are busy. Europe is expected to continue being stronger than North America for many different reasons. They recently hired two sales persons for France. MBC Communications is still involved. They put up a slide showing some criteria they consider for acquisitions.
Overall, sounds like still a lot of business to be had with their existing base. Main sector food and beverage, followed by pharmaceuticals.
I think they deliver good projects with attractive financial benefits. Almost feel like they could hire an army of sales and engineering folk and keep them busy