The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Philip Pepe - Shaw and Partners - Analyst
: Hi guys, congratulations on the acquisition. Thanks for taking the question. Just can you elaborate a little bit on the synergies? I mean, Trans-ass
business, they're not obvious to someone who's just on a computer like I do. Can you elaborate a little bit, please, on where the million in cost
savings will come from?
Question: Philip Pepe - Shaw and Partners - Analyst
: No, that sounds great.
Question: Philip Pepe - Shaw and Partners - Analyst
: Got it, thank you.
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Question: Philip Pepe - Shaw and Partners - Analyst
: That makes sense. Thank you.
Question: Ian Munro - Ord Minnett - Analyst
: Good morning, Clay. Good morning, Rob. Good morning, Justin. Congratulations on, the transaction. My first question is actually for Rob. Just
looking at the revenue consistency, over the last five years, and also EBITDA growth, across the business. Just trying to get a sense of, I guess the
visibility into the revenues, throughout the customer mix.
How have you kind of been been achieving that level of consistent growth and, yeah, if you could, yeah, perhaps elaborate a little bit on, yeah, the
maintainability of that those kinds of growth levels, out of your home market. Thank you.
Question: Ian Munro - Ord Minnett - Analyst
: Yeah, fantastic. Thank you. I appreciate the answer. And, just as a follow up in terms of the, that customer mix, looking at, the sort of horticultural
mix, take your point around the peak season sort of sits, kind of on the shoulder seasons of Queensland, New South Wales, and South Australia.
So, just trying to understand, I guess the mix of, horticultural customers relative to food production, from manufacturing. Thank you.
Question: Ian Munro - Ord Minnett - Analyst
: Fantastic, thanks, really appreciate the the answers, so I'll I'll jump back in the queue. Thank you.
Question: Ben Wilson - Wilson's - Analyst
: Thank you. And morning, gentlemen, and congratulations on the acquisition. Certainly, looks like a good strategic, transaction, and I can certainly
see the synergies, on offer. And, Rob, thanks for the, for your answer before on, what's driven your growth. Just interested in, yeah, going forward
from here, like you've clearly increased. Market share successfully over the last three to five years.
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Question: Ben Wilson - Wilson's - Analyst
: Okay, yeah, thanks. Thanks again. That's a really helpful answer there. Just, and pardon my second, ignorant question here, but Clay, can you just
elaborate on the, you mentioned the primary versus secondary, transportation market equities, can you just sort of elaborate on the difference
between those two? That'd be great, please.
Question: Ben Wilson - Wilson's - Analyst
: Right. Yeah, thanks, Clay. And then just last one for me, please. Just in terms of guidance, look, I, I'm probably not a major surprise in terms of where
it's come out, but obviously, a little bit below, I think where, the market and consensus was expecting as at the half year result.
Can you just give a bit more of a sense of what has driven that? I imagine the, obviously the extreme conditions in Far North Queensland, the
cyclone in Brisbane, all those things haven't helped, but, is it mainly those factors or other factors around the country that have sort of led to the
guidance range you've put out this morning?
Question: Ben Wilson - Wilson's - Analyst
: Thanks. Yes, great. Thanks very much, guys.
Question: Ian Munro - Ord Minnett - Analyst
: Well, guys, just following up on, the point around, the funding of the acquisition and the earnings space. So we're kind of heading into FY26, cycling,
some serious one-off events. So expecting, obviously normalization from those specific weather events. With the debt, net debt to EBITDA ratio,
sort of moving to about 1.9 times in that sort of short term. Just question around sort of level of comfort, from Justin in that there to EBITDA.
Have you got sort of more headroom, with there, and yeah, I guess just general comment around sort of, balance sheet position, at this point in
time. Thank you.
Question: Ian Munro - Ord Minnett - Analyst
: Very good, thank you. Appreciate the the answers. Thank you.
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