Forager funds is a value funds manager....interesting take on mining service companies
https://foragerfunds.com/news/cost-pressures-slam-contractors-and-maybe-the-rest-of-the-country/
I'm not sure how these contracts are written - the 1H21 results seems to indicate that NWH bears the immediate costs, but on renewal they price in the expected higher costs so perhaps margins & profits will improve in the 2-3yr period, but not in the 6-18mth timeframe when they are still executing on their exiting contracts/pricing. Would that be a fair assessment?
Bullish Sign? - Bounced off 200 EMA, page-3854
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Last
$3.20 |
Change
0.040(1.27%) |
Mkt cap ! $1.456B | |||
| Open | High | Low | Value | Volume |
| $3.18 | $3.20 | $3.15 | $4.009M | 1.258M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 318 | $3.19 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.20 | 7448 | 2 |
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| Last trade - 16.10pm 13/08/2024 (20 minute delay) ? |
| NWH (ASX) Chart |