Thanks Hokey. I have valued your input watching from the sidelines. As someone with a bit of luck spec ing but also with 2 very very nasty burns on stocks that looked promising, a heathy dose of caution and reality check is important. Did anyone notice the reference to operations in the Middle East in the CIO statement? Any chance they are already prepping for production to get machines built for the KSA housing? I don't recall past announcements that operations there had commenced.
Observations & Current state of Play, page-3
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