It was mentioned a while ago that a new contract was won with a mining company that would take up a 'large footprint'. Do we know who the company is and what the contract is worth?
You're right, human brain power is the hardest thing of all to put an accurate value on and so does confuse the issue of intangibles a bit.
27% gearing is fine; is that figure from half year report and is it likely to increase for full year?
One thing I really like is the market depth (though this can change rapidly). It has fairly consistently been about 2 to 1 in favour of the buying side for the last few tumultuous weeks, when some companies I have been watching have been 3 and 4 to 1 on the selling side.
ASZ Price at posting:
80.8¢ Sentiment: None Disclosure: Held
