Some of their Infrastructure project timelines have moved.
SA1 construction was originally meant to kick off in September, now Q1 2022.
QLD 1 FID late 2022 instead of mid year.
These delays are well offset by their engineering division progress particularly the $40-$50 Yarra Valley Water tender which once finalised in January will be the catalyst for a re-rate in my opinion.
Their retail energy business is another opportunity also adding momentum.
Some of their Infrastructure project timelines have moved. SA1...
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