NWH 0.32% $3.08 nrw holdings limited

2023 General, news, etc, page-27

  1. 4,223 Posts.
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    Sabine

    I get the feeling that Management is not very interested in acquiring an increase of NWH's traditional work. Goldings can make hay while sun shine, while the rest of NWH transition to be more technical, or LYL-like as I have put it months ago. Less cyclical than LYL should be the aim, and that is LYL aim too, and evidenced by less emphasis on gold, and on Africa. LYL's employees are substantially highly qualified white-collar techos. Also, makes circa 10% NPAT/Revenue.

    LYL also has a high dividend payout ratio, because its CAPEX needs are low.

    You would be familiar with my less-grint-more brains mantra, which I have been chanting for a long time.

    MaxMine and NWH should talk, and they probably are in discussion, because Jules would know Coert du Plessis of MaxMine.
 
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