TSE transfield services limited
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forge demise to benefit tse et al

  1. davmarc
    1,317 Posts.
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    11/02/14
    12:43
    Post #: 12919512
    It seems to me the demise of Forge will be advantageous for the older and more stable players in this space - like Transfield.

    There will be one less player and a player who under-costed jobs to the detriment of all. This augurs well in my opinion for the rationalization and consolidation of this sector.

    Any thoughts.
    TSE Price at posting: 82.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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