Irrespective of surge's comments, i believe that both of these stocks of been discounted enough and providing that there are no surprises on the results then should be on conservative pe ratios.
KAZ has released several new contracts through ASPECT since the profit warning which may improve the outlook.
Also over the coming years there should be some consolidation in the IT services industry gloablly.
With SMX continuing the buyback the profits per share for distributions should be favourable.
Fingers crossed once the results are out in August and some of the sentiment in the market place picks up, there should be some light at the end of tunnel.
