BRI 0.33% $1.51 big river industries limited

The latest ABS construction stats aligns with graph provided...

  1. 2,907 Posts.
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    The latest ABS construction stats aligns with graph provided showing trend in ROIC/Operating Margins:
    https://hotcopper.com.au/data/attachments/6339/6339264-7cc233168464e2aca3acecbdb4cb96be.jpg
    Trend in private sector housing approvals looking positive for the first time in a while.

    BRI’s share price and level of NSC’s concentrated portfolio holding of BRI (20.099M shares held or $33M of NSC’s $65M mkt cap) could be a potential arbitrage opportunity given it hasn’t increased with BRI - not that I am encouraging this investment thesis.
 
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