Josh, sorry to hear you sold WDS, I know from your previous...

Josh, sorry to hear you sold WDS, I know from your previous posts you were keen on that stock.

If I had a crystal ball I would be more comfortable in saying that I believe it is all a timing thing. I honestly believe the CSG sector will take off soon, and stocks like WDS and AJL will benefit, no question.

Whilst the NBN is important for AJL, it's fair to say it isn't their bread and butter. The j/v with Marais is obviously hoping the NBN will be a goer, and with respect to the Federal Coalition, can you believe them? In my opinion, the NBN will go ahead irrespective of who is in power, but only time will tell.

I am a believer in both AJL and WDS, and the space they are in, it's the energy of the future if we as a planet are going to be around, we simply cannot go on doing what we are to our environment.

Both these stocks have been grossly over-sold, and the next 12 months should see them heading north s/p wise. I hope!