Korvest have no exposure to SA Sructural Steel as they have taken out Receivables protection insurance from April 2020 so that any receivables not paid arising out of such matters are refunded by the insurer. So 2022 will be a bumper year and SA Structural's replacement to the Gawler electrification are using Korvest also. Based on recent price weakness I have upgraded my sentiment from hold to buy.
KOV Price at posting:
$5.69 Sentiment: Buy Disclosure: Held
