conference call They said that their pipeline of $500 million US has not gone down over the last two years due to new business in both companies ETC , IRD.
They see no headwinds in tolling and is pretty much recession proof.
Tolling will do well in the second half of the year.
Fox aquitision has created a better technology offering over their competition .
Team working hard to create shareholder value?????
At these levels risk vs reward is compeling . IMHO
Cheers.