timing

I like the brivis purchase. Nice fit & pe of 6 not excessive.
BUT RBA has announced warning that Australia cannot support a mining boom and a housing boom at the same time ie stretching of capital requirements and labour force. It's a no brainer which one they will sacrifice. The one they can control the most is housing so a government foot will be well positioned on housings' neck and only released if/when mining falters.
This is going to limit the upside for housing supply companies like GWA in the future but will cause a huge build of demand for housing and house prices.