ACF - Always Count on Framework, page-44

If only we could make this company look more sexy. Scaffolding is just not a sexy business and accordingly new investors do not look hard at its virtues. I have been invested for several years now and I have to admit that it has tested my patience but I do not blame the company for this. I blame the market sentiment for treating it as one of those unloved stocks despite showing good metrics and steady growth. There has been some comment about it possibly being a value trap - well if it is then it is purely because of the market ignoring it. Their business plan is fine with them carving out strong support for their expertise in a relatively niche market at a time when infrastructure spending is on the increase for the next few years. Berty has it right when he says it needs a catalyst of some outstanding results in the short term to bring it to the markets attention - maybe a dividend increase and good increases in revenue and profit will bring some interest and love.