Thanks s1monGood to hear some people comment on ssm rather than...

Thanks s1mon

Good to hear some people comment on ssm rather than reading up on it all the time

here's my summary of the brr round table discussion:

- they agreed that there was plenty of upside
- improved balance sheet due to capital raising
- improving economy will help
- more contracts and the possibilty of nbn contracts in the years to come will be a real bonus

Concerns:
1. Management and its ability to deal with various contracts
2. The fact the company depends on regular contracts and therefore margins can be thin at times

For me: it seems to be a stock to be in for the next 5 years or so and review form years 2-5