I would be interested to hear your thoughts on what you think will be the potential demand for Ezystrut products/services post the mining construction peak.
I can understand the significant demand for cable and pipe support systems when constructing massive resources projects such as oil and gas plants, minerals processing plants, overland conveyors, piplines, upgrading ports, etc. Korvest obviously thrived on that demand cycle since 2002.
But what about in general civil infrastructure works mostly driven by government spending? I cant imagine new freeways, road duplications, rail lines,etc would require anywhere near the same quantity of ezystrut products as say an LNG train? Tunnels yes, but they are few and far between. Office fitouts yes but that demand is softening with property peaking.
Will the civil infrastructure cycle produce anywhere near the demand for pipe and cables and associated support systems that the LNG/mining boom produced?
KOV Price at posting:
$2.53 Sentiment: None Disclosure: Not Held
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