"Interested to hear your conclusions Adam? And did you end up investing?"
@justinp,
I've been through a bit of a lull in recent weeks when it comes to researching companies and industries, so my due diligence on Alfabs is incomplete.
But what I saw so far did not cause me to feel I would not return to do more research on the business; in fact, I identified several quite attractive attributes.
Under the experience and focus of the founders, who remain immersed in the business, it looks to me like they've carved out a nice niche doing the sort of recurring asset maintenance work that their major mining company clients either don't care to, or can't do, themselves.
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