ESG factors are vital importance to the financial performance of all companies , tailings dams are an issue for all companies involved in extractive industries,, best ESG australian companies ,CSL, BEACH ENERGY, SANTOS, WOODSIDE, of the top 4 ,3 are in oil and gas , K2F management are looking at all 3 esg , tailings ,oil and gas.
Another factor is pricing , k2f are beleivers in SAAS many of the initial contracts are small ,but guess what we are in the front door, as lot of the SAAS contracts are 3 years plus
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