Will the civil infrastructure cycle produce anywhere near the demand for pipe and cables and associated support systems that the LNG/mining boom produced?
No, it certainly won't.
But the infrastructure cycle will be a more enduring, and manageable, cycle; as opposed to the frenetic and manic commodity cycle which went from "one-day-everyone-suddenly-had-more-work-than-they-could-cope-with" to "deathly-silence-and-now-we-need-to-sack-staff" in the space of just a year or two.
Also, while KOV is unlikely to be generating the ~$10m-level EBITDA that it did at the peak of the commodity cycle, having more than halved in value since then, the stock is not priced for that outcome, anyway.
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- Ann: Half Year Accounts - Appendix 4D
KOV
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0.97%
!
$11.23

Ann: Half Year Accounts - Appendix 4D, page-9
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Last
$11.23 |
Change
-0.110(0.97%) |
Mkt cap ! $132.0M |
Open | High | Low | Value | Volume |
$11.44 | $11.45 | $11.20 | $40.61K | 3.575K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 262 | $11.30 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$11.45 | 1126 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 262 | 11.300 |
1 | 1855 | 11.220 |
1 | 721 | 11.200 |
1 | 400 | 11.080 |
2 | 545 | 11.010 |
Price($) | Vol. | No. |
---|---|---|
11.450 | 855 | 1 |
11.800 | 900 | 1 |
12.000 | 50 | 1 |
12.020 | 110 | 1 |
13.000 | 10000 | 1 |
Last trade - 15.11pm 11/07/2025 (20 minute delay) ? |
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VMM
VIRIDIS MINING AND MINERALS LIMITED
Rafael Moreno, CEO
Rafael Moreno
CEO
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