I agree STB doesn't hold a candle to MAK.
But STB are 17 times cheaper than MAK - and in a sector that is booming, that is where the upside lies.
Plus they are hot on the track for further acquisitions, who knows what that may bring. We have mangement that have bought into the ag boom story and are acting on it early.
There are not many ways to get groundfloor exposure here... MAK, RWD, STB, (MLX but they are $300million already).
