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Last edited 3 months ago
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#Business Model/Strategy
Added 3 months ago

Silly as it sounds being expensive and all I bought few days back on reading the ESG Sustainability report, the very aggressive buyback and a way to leverage the US rate cuts.

Being already 4bn market cap many things can go wrong so didn't buy too much.

In case no one realised, Reece and RWC were the two bigger companies I was looking at to leverage the water thematic outside of Waterco and the US market. The sustainability report at least gives some idea RWC knows about water conservation despite the limited product range.

https://www.rwc.com/sites/default/files/media-file-public/ESG_Report_2024.pdf

I'm hoping to see more products on water from the back of this report and R and D efforts

ESG investing is so in right now...

(Held)