It wouldn't have to be sector specific, plenty of multinationals hold a wide range of service companies, like Siemens, Brookfield etc. Ongoing service contracts for shut downs will be what will make them more attractive imo, but overall they're undervalued currently imo, and with new contracts pilling in lately we can assume that the contracts managers in each state are going to be competing to win more, healthy in house competition is always good for us investors
ACF Price at posting:
47.5¢ Sentiment: Buy Disclosure: Held
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