I cant see much down side to their global expansion...
They are debt free, they have bucket load of cash flow that they suspend DRP for last 18 months...
They bed down the Australian Operation to perfection before they go on expansion which is very assuring
they emphasis this on numerous occasion.
Look like their long term plan, bed down Australian operation to generate reliable cash flow, use that to slowly expand and if it doesn't work out so what lose a bit of cash but the upside is huge.
Their Philippine workforce going along nicely and expanding and productivity level at a decent rate.
The one time stuffed up before GFC is well and truly behind them, the CEO and people involve in that circus is
out of the equation...new management is an exceptional lot....and their financial strength is way way better than 4 years ago...
there is nothing not to like, this prove to be a cheap stock again in 5 years if thing go the way they going...
500m - 1B market cap is all within their reach.....this is one business where buy and hold will paid off on a massive scale both on dividend and capital appreciation...