Just a small holding then ValueInvestor?
Yes I've read quite a bit about them, and note they were saying exactly the same things about diversification last year when the price was nearly double what it is now. I gather more than a few mining services firms are also 'diversifying into infrastructure' with the money from mines drying up - isn't a lot of the spending on infrastructure related in one way or another to profits from mining?
Btw I notice you use the phrase 'wealth winner' which is popular with Team Invest - are you a member?
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