And Oscar Oberg decided he liked it for WAM after a fourth quarter visit last year;
.. ‘The team and I travel to Perth three to four times a year to meet with the management teams of a range of mining and mining services companies, both listed and unlisted. Last week, Senior Investment Analyst Shaun Weick and I visited 10 companies across two days and came back to Sydney feeling the most positive around the sector than we have been for some time…”
https://www.livewiremarkets.com/wir...-rise-and-four-stocks-with-a-positive-outlook
They picked NRW (*ouch*) .. and (I knew GNP was in my mind for more than the Lumina AVL work!)
.. “
The second company we like is GenusPlus Group (ASX: GNP).
GenusPlus is one of the leading engineering companies for power in the country, largely transmission lines or power lines, and is exposed to the electrification theme.
The business is founder led with CEO, David Riches owning 49% of the shares on issue.
The business is running a number of projects, both in the resources sector and the infrastructure sector and we believe GenusPlus can deliver above its 20% earnings growth forecast for the 2025 financial year…”
Cheers
(20min delay)