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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KOV
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$11.35

Will the civil infrastructure cycle produce anywhere near the...
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Last
$11.35 |
Change
0.040(0.35%) |
Mkt cap ! $133.4M |
Open | High | Low | Value | Volume |
$11.27 | $11.45 | $11.22 | $49.81K | 4.38K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 177 | $11.24 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$11.45 | 1869 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 177 | 11.240 |
2 | 3053 | 11.220 |
2 | 1436 | 11.200 |
2 | 545 | 11.010 |
2 | 2900 | 11.000 |
Price($) | Vol. | No. |
---|---|---|
11.450 | 1869 | 3 |
11.480 | 151 | 1 |
11.800 | 900 | 1 |
11.990 | 1100 | 1 |
12.000 | 50 | 1 |
Last trade - 15.59pm 16/07/2025 (20 minute delay) ? |
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WEST COAST SILVER LIMITED
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