Not saying I don't like them , just better value elsewhere in the near term, especially with AGG, RSG and SBM. Still have a 1/3 holding and will keep a close monitor.
NVA Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter
MND Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?