Apologies for above, messed up under the new format.
Maxter . Another very thoughtful post. Hope you slept well. Perhaps a tad optimistic but you have connected the dots in a very reasoned and logical way. .It makes a plausible argument. For those that have not visited the SMS website I strongly urge you to do so.
The range of their activities and reach is highly impressive and this gives Maxter's post real substance.
With PB stating that SMS are looking at doing FEED leading to an EPC , THIS IS GREAT NEWS. Combined with Swiss giant DKSH inevitably there will be an increase in CAPEX but with the resources behind those entities that does not concern me. German efficiency will ensure there is no profligate waste. ( KRC collapsed Friday after stating a capex of 2.5 billion !! )
Peter crying wolf niggles in the background due to the "problems" we have all experienced concerning management announcements or not in the past.
However with the other parties confirming the relationship I really believe 2018/19 will have all shareholders rejoicing.
Some more views please ....the Pukeko's post is worthy of serious discussion..
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