I liked STW management accepting things were not right and...

I liked STW management accepting things were not right and taking decisive action. It must be a mammoth job integrating all those moving parts and ensuring they are all firing in their particular markets; improved guidance $40m for this half provides reassurance that they are on track. Potential merger/takeover remains a possibility. Dividend is reason to hold alone, providing an income if it takes a few years to gain its previous highs and more.

I like that its SP is slowly but surely creeping up, seemingly unnoticed. No massive jumps to alert but steady buying with little appetite to sell down. Looks promising.