Perfect timing on the US acquisition.
They have a solid balance sheet with 1 billion plus of property. Debt is well controlled.
I just bought some, they look cheap. The renovation market is kicking in for Australia, and Trump's billion dollar infrastructure spend will help the new subsidiary in the US, plus the synergies once they restructure the US sub. Looks to be good value at the moment. Seems to be well managed financially and operationally.
BLD Price at posting:
$5.43 Sentiment: Buy Disclosure: Held