ASH ashley services group limited

ASH Full Year 2021 Forecasts, page-4

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    It's also worth emphasing the additional $15 billion of infrastructure projects announced in the budget on top of the existing $110 billion planned govt spend over the next 10 years. This comes at a time when Aust is increasingly short of workers to deliver infra projects due to immigration controls. This should mean that demand for ASH's services over the next decade will be strong and as long as they can access the labour, should be able to attract a premium for their services. Long range forecasting is always dangerous, but I'd rather have these tailwinds than not.
 
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