I think the US revenue is not significant enough to be impact by the infrastructure bill. However, I think a bigger concern here are Evergrande and the recent crash in iron ore. This could lead to a lower production in iron ore hence lower demand for maintenance.
But MAD seems to did okay in the last iron ore price crash as I outlined in my post. Plus it is still under my valuation, so it's a hold for me
MAD Price at posting:
$1.57 Sentiment: Hold Disclosure: Held
