I agree, 20% of current market cap in revenue in the last 20 days, if they continue at the same rate they'll write more contract value than the market cap in the next six months! This seems way oversold post the result given how much work they have coming on, even with a slight contraction in margins.
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- Ann: CIMIC GROUP FINALISES $900M CROSS RIVER RAIL RIS CONTRACT
Ann: CIMIC GROUP FINALISES $900M CROSS RIVER RAIL RIS CONTRACT, page-4
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