couldn't agree more but one has to doubt if at these stock price levels if all the good news has been priced into SRH
other stocks that might benefit are:
ABC,AGK,ALNDMC(ALINTA),
APA,BLD,BOL,ENV,COA,CSR,NHR,TBG,UGL,TSE, and any other companies associated with LEI
back in 2005 shares magazine ran a very good article on companies with some exposure to the forthcoming infrastructure projects spend that are in the pipeline
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- budget 20b dollars for roads and rail
budget 20b dollars for roads and rail, page-2
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