BSA a fairly new addition for me, attatched below is an excerpt from Naos monthly update today. They own 29% of this and have still been topping up recently.

Lanyon Asset own 22% and the Lanyon Portfolio manager David Prescott also has a seat on the board as a director now. I like these scenareos as you can be sure that any decisions to be made, he will be pushing for the best out come for shareholders rather than managment.

Naos - Firstly, BSA made two significant releases that we believe provides the company with an excellent base of work with tier-1 clients for the foreseeable future. Most significantly BSA was able to secure a renewal contract with NBN for up to 8 years commencing in early CY21. Based on the initial contract revenue figures, BSA has secured a greater share of the overall NBN maintenance work due to what we believe has been high levels of service and customer satisfaction, which has allowed BSA to gain market share from far larger competitors. Pleasingly, BSA also announced in the month that they had successfully secured a five-year contract with Telstra, focusing on property and telecommunication asset works in Tasmania and Victoria. In addition to these two contract wins, over the course of CY20 BSA has also been able to secure a new contract withFoxtel as its sole contract provider and successfully move into the mobile/wireless space with clients such as the NSW Telco Authority. If BSA can continue to innovate in the way it meets and exceeds its clients requirements then we believe BSA has the potential to be a >$650 million revenue business.