Bestshares999, I think I understand what you are saying but I...

Bestshares999,

I think I understand what you are saying but I don't think its the right way to think about this company in my opinion. EPC is EPC - leave it separate from the infrastructure plays (BOO). We want DEL to focus on the Infrastructure plays, not EPC.

EPC (contraction contracts) will not see this company develop in a $100m market cap company. EPC contracts are high risk if not executed well - just have a look at all the listed construction companies and how they have performed over time. You stuff up one contract and your margins are crunched.

Long duration, high cash flow infrastructure assets will and that is what we want to see as investors.