Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#112
Performance (66m)
1.8% pa
Followed by
45
Straws
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#Moats
stale
Added 4 years ago

I quite like this company for the same reasons Maaxwell has previously stated. One concern is their significant concentration in the Pilbara. However, What I can't workout is whether or not they have a sustainable competitive advantage. I know its a fairly niche service,  but what's stopping the big mining companies from setting up their own inhouse hydro drilling service, or another mob setting up?