September 1, 2022
Quiet Contrarian. Ep34: Trades for August 2022
Buys Genusplus Group Ltd – GNP.ASX – Build high power transmission lines. I feel like their services will be needed for a few years as we upgrade infrastructure for the great decarbonisation transition. Growing their contracts by pretty significant (though slowing) amounts every year. Still trading at 10x PE. They are almost certainly cyclical. DDH Drill – DDH.ASX – Doubled down on...
