Thanks for your thoughts on those stocks Jogo.I've tracked all...

 Thanks for your thoughts on those stocks Jogo.

I've tracked all of them for a number of years and as always have done my own financial analysis on them.  I'm up significantly on FLT & MND although I don't hold MND any more - I'm waiting for them to crash down again via market forces and a potentially bad contract which may not happen.

Although I'm down on MLD and contractors are always volatile due to the market, competition and again bad contracts - I'm a believer in a big turn around because their financial management is very good and of course the WA mining industry is picking up so more contract opportunities.

I also like:

- STO long-term

- WPL long-term

- FNP medium-term - although short-term volatility may continue while their expansions are still underway

- NCM long-term 

BTW in one of my previous comments about NST I said they'd likely have $300m cash in 2 years - by my estimates that will more likely be $500m because they had $230m at the end of Dec18.