I’ll be happy with “it’s all good” Current buying seems to...

I’ll be happy with “it’s all good”
Current buying seems to indicate that, however the numbers settle, there is an institution that feels $1.70 is, if not “all good”, at least fair value .

In regards coming years the Queensland report I linked to on the ‘6 billion ‘ thread seems to be biased towards ‘flash in the pan’ cautions about the current boom - at least in that state..
But my trust in the company’s agile flexibility, recent acquisitions, and Management’s past experience of dealing with/weathering ‘black swans’ leads me to feel NRW Holdings is currently in a prime position to manage its future in a successful way .
That not only includes being selective about contracts but also potentially following through with some kind of diversification strategy if our leaders do intend to follow the M&A route and merge with or acquire other businesses. ( something they were certainly NOT thinking about at the AGM last year)

Another thing I have confidence in is the NRW ‘trademark’ use of diplomacy and subtlety in the way it communicates and positions itself .
NB that Facebook post from Diggers and Dealers .
Amongst many other signals was the comment it had been “very successful”.
Obviously the real deals are done behind the scenes ....

Have I mentioned I love this company ?
Cheers