"Any other Aussie manufacturers who have particular appeal to you at present @madamswer?"
Unfortunately, Australian manufacturing companies that are listed are scarce, and of those that I know, not many are of any decent quality.
KOV (about which I've opined at some length) and EMB are two manufacturing businesses which I think have enduring business models.
As well as ABC, but because it imports a significant amount of its semi-finished products (clinker) as well as cement itself, so it is a bit more hedged and doesn't garner any meaningful widening of its business moat due to a structurally lower local currency.
SDI Price at posting:
74.0¢ Sentiment: Buy Disclosure: Held
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