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Ann: Diggers & Dealers Presentation J Pemberton CEO, page-20

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  1. 5,305 Posts.
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    Thanks for this pb .... he’s favouring the Opex companies over the Caoex companies and does seem to feel that all the deals are basically done and everyone is now squabbling over crumbs ....
    But us he right ?
    Jules spoke of “directly accessible opportunities (earthworks and concrete) circa $2.5 billion dollars over the next four years.”
    That doesn’t sound like crumbs.
    “value of Perth’s public infrastructure works -$7 billion over seven years”
    This does not take into account any of the work Golding can secure and manage in the Eastern states.
    Urban is big and stable with a recurring client base and as I recall from the website works in exactly the way of the functional hypotheses put forward by Pioupiou the other day where there is plenty of give and take .

    I don’t like being disagreeable .....and I know the video was only talking about mining services not infrastructure or urban but what about that huge map of new contracts I posted on the possible future contracts thread the other day?

    You know more than him Pb!
    What do you think ?
    Cheers
 
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