where will asx200 be in year's time?, page-5

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    You've also got your 'hybrids' such as WTP and STS, (and I would lump LEI in that group as well), where there is a mining services arm as well as a more general contraction component.

    Have thought about WTP several times (had a few nice contract wins of late) but the mining services component keeps me from taking a stake.

    You also have companies like BIS, who are a specialty steel producer, but with around 70% of their output directed towards the mining industry.
 
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