GNP has rallied significantly over the last 6 months and is now sitting at ~$1.90.

They updated the market yesterday with increased guidance:

So, the bull case is very much coming to pass: they are winning more and larger contracts and managing to maintain reasonable margins on contracted work (a big worry for me previously).

There are huge tailwinds in this sector as outlined in previous straws, and it is great to see them executing well.

@Strawman would it be possible to get David Riches in for a meeting to see what he has to say?

Thanks

Held: 11% IRL (beer money portfolio)