buy buy buy, page-7

Guys,

Late entrant to this thread but great to see a general discussion on the many parts of the mining service space.

I have recently swapped funds out of NRW into MLD because of relative valuations. ASL, NRW, and FGE have been great earners over the last few years. But the new guys MLD and GNG have much better EBIT margins and low P/E.
MLD is thinly traded and it seems some electronic trading has been working it over for some time.

I hold ASL, FGE, and MLD, watch GNG, FWD, DCG and recently sold NRW, (and have lost money on VMG, NOD)