It's not a great feeling waking up to negative announcements. It's a risk in a sector where big contracts are great as long as they go to plan. When they don't of course you get significant drops in the share price. In the case of NWH , we have another 3 weeks to the half yearly and, with no negative updates, I expect to hit estimates or above. It will be a little more complicated than usual but the key to me , besides the integration, will be the outlook. I hope the theme of more infrastructure spending and solid mining sector will be sustained. I'm not really expecting any bigger dividend at this point but it would be nice. NWH seems to be a standout in the sector. DOW were tracking very well also prior to the announcement yesterday.
GLTA.
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