These articles help. But the question is not where the macro considerations are. The world is clearly moving towards lower emissions and waste to energy reuse. The political will is also moving in the right direction. Also, FLC has the reference sites globally which Ben Fash's preso at Bell Potter has emphasized as required and essential criterias for success.
The issue that the market is concerned with, as I see it, is whether the Management can grab a large slice of the business given its pedigree. Clearly, some funds who has bet with Doug Brown in the past has entered the shareholder's list. But the skeptical amongst us long termers are waiting to see are financial and cost discipline restored in the financials. 2024 and 2025 will turn out as crucial years for us all.
Please keep these articles coming . Much appreciated.
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