SFR 0.96% $8.45 sandfire resources limited

Parenti are very good and experienced operators. They were...

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    Parenti are very good and experienced operators. They were called Ausdrill (drilling) and merged with Barminco (mining contractors who I had private equity in) that also had an enviable reputation.
    They need the project too at present so will be sharply priced. Can't be happier. Management's experience/ expertise showing here.

    BTW I think Perenti are undervalued ATM if your into the "selling picks and shovels to the miners" strategy.

    All IMVHO.
    Last edited by arsenic: 09/06/21
 
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