Mike, while I personally believe the Mining Divn will be impacted, I can also see some miners reverting their business model from self mined to outsourced contract miners again...just too early to call it yet.
The Rail divn really has the rev/ebit locked in...its theirs to lose...the big wild card for me is the Works & Engineering Divn's which are poised to reap the benefits of "infrastructure"spending, just when CRudd starts that process.
Sorry to see you go but I can understand why...My view is they still remain a LT buy and will surprise on the upside not downside...anyway its just my opinion not fact.
Mike, while I personally believe the Mining Divn will be...
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$5.88 |
Change
0.010(0.17%) |
Mkt cap ! $3.626B | |||
| Open | High | Low | Value | Volume |
| $5.81 | $5.89 | $5.79 | $977.0K | 166.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 1755 | $5.87 |
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| Price($) | Vol. | No. |
|---|---|---|
| $5.88 | 2358 | 18 |
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