Must say that I'm surprised you've bailed out of of LCM so early Mike. The one golden rule I try to stick to is stay with the trend and can easily see LCM delivering a ripper HY result. As you've said the LNG market offers huge opportunities over the next few years and LCM is in a prime position especially with recurring maintenance contracts. As you said LCM reminds you of a baby MND.
I really like SXE unfortunately have no spare funds but still view LCM management as superior IMO.
EAL has been on a tremendous growth phase at the smaller end of the market but have missed the boat there.
what ms firms will show 25% growth in interim?, page-2
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