Thanks @Clio

several years ago there was a real risk of indigestion from a relatively large acquisition or two on the East Coast. That risk is very much in the rear view mirror now. They continue to add small bolt ons to gain a competency or skill set they lack to be a complete engineering and maintenance solution - primarily for the grid upgrade - but also other verticals. So far so good

The only concern I have is the size of the beast now. I suspect it will be increasingly difficult to keep tabs on all the moving parts. There is no sign of that as yet but that, along with a large, ill-considered acquisitions are my major concerns. They are sitting on a large pile of cash and have a debt facility too, so it’s not inconceivable, but to date capital allocation and execution has been pretty much faultless.

fingers crossed!

EDIT - spelling