Major beneficial in renewables push

Hi all
Was thinking Boom is an underappreciated beneficiary of the renewables. With a massive growth in both onshore and offshore wind farming this will become an significant and increasing part their revenue mix. The change in electricity generation will also require grid updates benefit the part of their business which supports this area. The stock was sold down due to the decision not to pay a dividend and to divert cash flow to buy more assets, but i think this move will ultimately drive more dividends going forward. Its clear from the AGM update the are aware some shareholders want dividends and they seem to be committing to this going forward. With the very solid NTA backing of 26c This seems like a great place and low risk place to park some money over next 2 years

Recently Vic has given go ahead of a big wind farm and i would expect to see some significant contract wins over next few months.

Would not be surprised to see some corporate activity as the renewal of asset fleet makes the NTA discount even more attractive