My recording from phone to ipad hasn’‘t taken’ volume-wise. :/
But would love to share highlights Ronsim as they sink .
The company comes across as sound in all its’ divisions, well structured, well diversified, well managed and a credit to those steering it.
I *like* it ….
In fact the biggest ‘griefs’ spoken of in that half yearly sounded like that big client who rainchecked on paying its bill (for the first time ever?) until after January 1 (did he say that was around $30m Ronsim?)
And Wartsila - a problem that was was inherited with the Primero purchase (Primero was bought in November 2020 for $100m).
I’m lookimg forward to your (and others’?) thoughts
cheers
Ann: NRW - Half Year Results Call, page-17
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