Agree. Results very much in doubt until the acquisitions slow down and the results are more obvious.
I was contemplating topping up, but caution would be a good policy I think. JLG has been stuck in a fairly narrow channel and although I think their strata management section is going to pay good dividends (for them), the disaster management division has yet to show reliable dividends (as in profits).
Hold at best until the results are published and more obvious.
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