I agree, mining infrastructure is seen as a very cyclical sort of a business. Whether that is justified in this case is another story.
I am also glad you mentioned converting new contracts. That was possibly the one thing that was missing from an otherwise excellent report - details on future new contracts moving forward. Not that I continue to expect this ridiculous sort of revenue growth, just nice to see as many projects as possible coming online for 2020 and beyond.
ZEN Price at posting:
$1.05 Sentiment: Buy Disclosure: Held