sp at fair value, page-2

Fair comment by Pio. Another factor that i strongly like is that SDM deals primarily in design/fabrication/installation and then contract mining in coal. Its clients are the bluest blue chip. Has long expertise and very highly regarded by BHP etc. Coal is booming... esp coking coal. But coal has probs with carbon emissions. SDM are at forefront re technology for clean coal. An area with huge growth potential. A core stk in my portfolio.