Completely depends on the nature of the contract that they win...if big enough then it justifies a mobile plant (ie. it's not worth carting the waste to Kwinana). For smaller jobs it's worth carting the waste.
Yeah, TDU is icing for the moment, however a big contract win could mean a big deal... Carmichael's numbers dependent upon such a win, but they could get to 1.3-5 cps earnings without it in various ways.
I am very curious to know which broking firm you use!
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