Through the consolidation of smaller operators and growth of the business through new business wins, Rotala has created a local bus group that is now delivering profitable growth. With larger operators under pressure, both economically and from the Competition Commission, we believe Rotala is well placed to continue its growth trajectory. Following a period of restructuring the operating model, the cash generative nature of the business is becoming increasingly apparent. With the shares trading at a substantial discount to peers, we feel there is further upside potential.

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