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27/05/21
16:36
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Originally posted by Bwatson:
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Sold out this week for a loss, the opportunity cost of holding this stock is too much. Was expecting a rerate with announcements late last year, but that never materialised. So many better companies without the uncertainties, which are pumping away, paying dividends, and don't have a 50m Gladstone shaped cloud over them. Plus signficant new headwinds have arisen since with material costs (which is significant for civil firms) and labor costs going exponential, so their new project wins (which were probably won on tight margins) may turn out to be a loss in the end. GLTAH
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All the best Watson, I'm holding on until the full year announcements in August, I would of liked 1 or 2 more win updates by now.