SXE does have some unknowns, but AHM100 might be overlooking a few things.
1. Not all mining/energy services are out of favour (e.g. my LCM stock seems fairly immune).
2. SXE is more ongoing (recurring) work with framework agreements than start-up projects in mining (see slide 23 of 28 Aug presentation -- also highlighted last year by CBA as a positive feature).
3. As for "big competitors", you need to research SXE's joint venture. Kentech is well known in the energy industry.
That said, I agree that competition has increased. Also, the JV move into the energy sector is still a work in progress.
Ann: SCEE Announces Record Result , page-7
-
- There are more pages in this discussion • 18 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add SXE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$1.51 |
Change
0.055(3.79%) |
Mkt cap ! $506.8M | |||
| Open | High | Low | Value | Volume |
| $1.44 | $1.52 | $1.44 | $1.522M | 1.021M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 600 | $1.50 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.51 | 1000 | 1 |
View Market Depth
| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| SXE (ASX) Chart |
