Emphasis on the 'big big big' in comparison to WOR, however there is clearly some significant overlap.
I also think that given the MC on VMX, you'd rather look at management on growth then the sector as a whole.
I think that there is some argument as alluded to above whereby the pipeline of work hasn't necessarily grown. This is as figures previously mentioned for 1H 18 were more of the same as mentioned now IIRC.
VMX Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held