EHL 2.50% 78.0¢ emeco holdings limited

pit n portal, page-10

  1. 2,655 Posts.
    lightbulb Created with Sketch. 498
    All...Mining is the lifeblood of the Australian Economy - closely followed by foodstuffs, primarily agriculture.

    The companies that will survive the bloodbath to come, will be those that 'have stuff', or are closely associated with those that 'have stuff'

    Stuff of course being material assets that people want.

    The business model that EHL have developed and refined, is perfect for the environment - little 'new shiny stuff' but stuff that works and needs a little TLC. Hence cheaper than 'new shiny stuff' but very much in demand.

    Cannot fault the management, the business model, or the strategic positioning.

    Share buybacks plus modest dividends are very sensible in this environment, and boost confidence.






 
watchlist Created with Sketch. Add EHL (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.