SKE half yearly, page-38

reminds me of the days after dot.com bust.
Everyone avoided everything related to dot.com
Yet there were some good survivors. Think DTL.

Too early to say yet with regards to SKE.

But with the devastation of anything mining service related, the market doesn't trust.

And where the market doesn't trust, it will price accordingly.

And potentially therein lies the opportunity.

I have a position, happy to hold, happy with the half year.
But this will remain a small position (only because I cannot accurately calculate future years earnings).