Ann: Becoming a substantial holder, page-8

Hi Pb thank you for saying hello
I hope you are well
I watched the video and wrote another reply but lost it because it got very exciting over at Gascoyne today.
They have been having a hard run lately but I know they are a good company because NRW took the contract with them so, quite apart from the fact I bought shares there, I have been feeling despondent for them,... anyway it’s been fun to see enthusiastic buying after they made a good announcement.

But back to the beloved company

In your video clip Dr Hamson seems to be very pro the resource sector ( pointedly and repeatedly excluding FMG?) but doesn’t mention the civil infrastructure sector at all : /.
I tried to look up some of NRW’s peers to see if they were also increasing dividends and Cimic has - by 17% but then I got distracted again by the legal proceedings still in action there around the Leighton corruption scandal ..
A story in The Australian which I also lost the link to says Cimic is actually owned by China these days and that the two Australian executives facing charges will be trialled in Sydney next month...

And then I got distracted ....again ... by reading up on Paradice . They owned 6.98% of Maca in August 2016 but have been reducing their holding - to 2.88% in March this year https://www.maca.net.au/investor-centre/top-20-shareholders.html ( and D Paradice has daughter named Sabine!!!)
Interesting that they see NRW Holdings as the ascending star.
I think this comes down to those scrupulous investigations of and meetings with management which they mention on their web page .
Cheers