SXE 0.00% $1.23 southern cross electrical engineering ltd

I will also be a buyer. Of particular interest to me is SXE's...

  1. ckc
    35 Posts.
    I will also be a buyer.

    Of particular interest to me is SXE's Services division - you'll notice the frequency of it's mention within Reports etc is increasing. I think we'll see strong YoY growth here as the bigger miners (of which many are SXE's clients) move into production phase and up their maintenance requirements. Management have proven themselves capable of leveraging longstanding relationships, so I'm expecting a similar focus here.

    Granted there is a risk that the miner's take these activities (entirely) in house, from what I am reading I don't think it will have a material impact on our operations. Also, can never complain about recurring revenues!
 
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