Great companies keep delivering the goods. Similarly after reporting today that Northbridge was trading “ahead of expectations”, Exec Chairman Peter Harris takes Vox Markets through:
00:00 What’s been driving the strong YTD results & 2022 upgrade?
02:10 L/T impact of the Ukraine/Russia crisis on industry demand.
03:50 Factory expansion
07:20 Opening of depots in Texas & Antwerp
10:10 Ultimate goals wrt market share vs 9%-10% today
12:40 Recovering input cost inflation
14:15 Update on Tasman disposal
15:15 Investment opportunities
17:15 Future newsflow