Completely agree on the above (edited version of your post) but admit to deleting first paragraph as I don't know how to blurgh on the screen....
Had a bit of a soft spot for Leightons some time ago when they entertained an exciting proposition I knew had been put to them and Hamish had a better grasp of the business but then it went to Europe and cost cutting projects kicked in and restructures and arrogance (or at least more so than previously) and and and ad infinitum...
I only worry about DOW a little with Harding possibly being distracted with LYC in the short term (6 months) but Fenn is good enough to able to both steer the ship and be the steward at the same time and as you say, projects in flights, projects coming on stream and projects being agreed as we speak is all good for the business and shareholder. QLD election results aside.
DOW Price at posting:
$4.45 Sentiment: None Disclosure: Not Held
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