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Last edited 4 years ago
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Performance (48m)
26.6% pa
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#Business Model/Strategy
stale
Added 4 years ago

moat: industrial/commercial electrical engineering expertise/contracts (seems strong relative to other sectors)
demand: year round essential services
covid effect: slight negative impact of travel/work restrictions, but also a positive of gov resources/infra stimulus expected in this sector
financials: strong balance sheet, no debt (exactly what you want during pandemic)
dividend:  fully franked ~6% dividend (ex dividend: 7 Oct 2020)
future: $440m contracts (including $330m work/contracts secured for FY21)
works with: RIO, BHP, commercial developers, NBN, gov transport etc
announcements: https://www.scee.com.au/investors/asx-announcements/asx-announcements-2020
(verify for yourselves)