Taking a position, page-2

RWH is a little ripper at these prices IMO.

Beaten down (with good reason) because of the situation with Titan Energy. However over sold IMO because of further fears about energy & mining contraction, the fact is that RWH has limited exposure to this sector which only makes up 17% sales.

Other customer sectors are generally performing well.

Almost wholly owned by institutions, suggesting great fundamentals (but posses short term risk to SP when one of them wants out). My assessment is that fundamentals are great; well managed company, Australia will always have demand for temporary storage and facilities.

If we don't see a slow and steady increase in SP from this point, I think there might be a nice correction upwards at the FY Result.

IMO current SP value of this stock is between $1.50 & $1.80, will be surprised if we're not above $2 come 2017.

To be optimistic for a moment, I think we are in a position to benefit from the "Infrastructure Boom" and if we get some positivity back in the market, Who knows? MC of $300, $400mil?