Sometimes its best to sit back, relax and not worry about what...

Sometimes its best to sit back, relax and not worry about what may or may not happen with their diversification plans. These things are simply too unpredictable. They may stumble across an opportunistic contract at some point in time outside their core industry - hopefully not value destroying. I've actually seen diversification strategies going pear shaped through misallocation of capital and reduced focus on the core business.

The core business in itself looks undervalued and that is all I'm concerned with at the moment.

Have a look at what Jeff Bezos had to say about change:

“I very frequently get the question: ‘What’s going to change in the next 10 years?’ And that is a very interesting question; it’s a very common one. I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two — because you can build a business strategy around the things that are stable in time."