Stuart Fraser
Stuart Fraser
best clearer company control focusing gives pest view
This is encouraging because it gives a clearer view of where they want to be. With pest control they're focusing on what they do best and where the company began.
aggressive enterprise larger looking money punch returning thinks
Punch thinks they can still do these larger takeovers, and Enterprise is looking at disposals and returning money to shareholders. Punch is the more aggressive player.
betting cash flow possible strong
Private-equity firms like strong cash flow and you have that in a betting operation. I think they want to get in there before a possible IPO.
growth technology
Technology is here to stay. There is long-term growth in the industry.
capital concern fewer investment less
The concern is there'll be less capital investment and fewer buybacks.