SCEE today announced that it expects a record half of revenue in H21 FY22 anticipated and furthermore updated their FY22 full-year forecast to revenues of circa $550m, EBITDA of over $34M.

WA border opening up and minimum Covid downtime losses are where management provided the most colour.

I like the inside ownership, conservative management, and easy-to-understand nature of this business (the electronic "picks and shoveles" of the mining/infrastructure sectors).

I hold inside my SMSF so the Fully Franked yield (~10% trailing) is great for super long term wealth creation IMO.