yeh ive been following FSG and SWP recently, to see how other similar focused companies are doing.
i dont have enough to really want to contribute to their discussions, however
FSG seem to be focused on growing in regionally, via government funds on targeted projects that yield low returns. Enterprise wise, are focused on the mining sector, which is doing well at the moment and will likely need more and more data connectivity. Financially, these guys seem sound.
SWP seem somewhat interesting with their aquisitions, but are very tight lipped about anything else really, which is a little boring to follow. They also seem to have a high focus on their financial situation, given the economy we're currently in. Which shows maturity amongst their management.
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