NWH 0.77% $3.95 nrw holdings limited

Do we make a three Parma? And yes you are right about our...

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    Do we make a three Parma?
    And yes you are right about our ability to move quickly and with financial support if /when irresistible deals arise.. although I started to imagine a while back that, after a bit more settling back into our rightful place, (at the top of Australian civil,and mining companies) Andrew Walsh might organise a share consolidation rather than issuing more ?

    Finding the ‘sweet spot’ in terms of size is a both an interesting balancing operation and an art.

    Speaking of which, I forgot to include @LJSM’s point about diminished competitors in my previous post as one of the PLUS factors in NRW’s favour right now.
    Some of those vanished companies ( Brierty, RCR. Omega, maybe even the South Australian one that no one rescued from last August ?) have definitely gone through either being too big or too small...

    Beyond this, in relation to the ‘art’, I have been also returning to appreciation of the diligence and professional excellence and finesse with which our management felt with the gremlin of FAL uncertainty ....
    A classic example of coming up,with a winning strategy and moving forward with it
    I have been thinking about Mozart for obvious reasons (and to try to get Freddie Mercury out of my head .);

    So here’s, in case anyone wants to share, a little nightcap to an excellent day ;



    upload_2019-2-25_17-57-21.jpeg



    Cheers
    Last edited by sabine: 25/02/19
 
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