Was not familiar with IFT. Impressive. Not cheap of course but great results. i discovered SWK two weeks ago. Reminds me a bit of IMD of several years ago after a massive plunge in SP due to a supplier's mistake. For SWK the Orexplore issue will soon be a souvenir and the SP is starting to show it..i believe it has much more to go. V Good 2021 results (despite/if u exclude Orexplore's drag), dividend, almost net debt free, very solid order book with multi year contracts won or renewed with world known customers( BHP, NST, MATSA), very interesting new products already gaining traction, reasonable valuation; whats not to like..looking at entry but SP had a good run lately...
