Q: Re: Your contacts at the recent Eif Analysts day- what did they have to say ?
5i Research Answer:
Apparently it was not overly new without much colour or new information (to be fair, EIF has to follow full-disclosure rules and cannot say anything material that is not also issued via press release). The company highlighted its BVGlazing and PAL subsidiaries, and key managment outlined their experience, goals, and opportunities they see. EIF commented on the strategic importance of BVG and the potential growth opportunity of PAL. EIF's solid performance history and dividend record were also noted. We continue to like the stock for higher-risk income and growth.