all those big big big contracts in KSA sound very promising, but perhaps like other things in the desert, it might all be a mirage (perhaps trainees, programs etc etc all positive, but the cost of providing this training makes the bottom line very marginal if anything at all).
To some extent, there is comfort that EPG have underwriting this, but at the same time, Tony seems to extrapolate on a straight line and/or seems incredibly positive on things like Clark bearing fruit (and unusually for a fund manager seems to be able to hold for many many years without any sign of change.......perhaps he is as blinded as most other holder are)
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