MSV 2.47% 39.5¢ mitchell services limited

Ann: Wilsons Rapid Insights Conference 2022 Presentation, page-9

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    I'd imagine DDH would be looking for something that adds a new service dimension, like with Swick it was underground. They also know how to make money there by the looks - would MSV help with that? lol
    I think it is frustrating to get so near the top of the cycle and have an SP at lows and in downtrend. The value appears to be there, but the earnings keep disappearing over the horizon.

    Omicron has been a surprise hit! The outlook for the sector is appealing to me all the same.
 
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