SVW 0.91% $42.61 seven group holdings limited

Ann: FY23 Results Investor Presentation, page-7

  1. 1,478 Posts.
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    Fat and happy here at the minute.
    Had palpitations a couple of months ago when it quickly dipped back to $27.
    I keep telling myself this stock is cyclical and will react when the infrastructure spending frenzy peaks or slows...can't pick when tho.
    Maybe when the Vic Govt realises we'll go broke if they keep digging tunnels to nowhere and halts some or part of the Big Build.
    Not that it's 100% exposed to this but Coates and Caterpillar could decelerate...and if valuation is a bit risque, who knows.
    Not bearish, just climbing the wall of worry.
 
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