believe me the thought has crossed my mind
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just cant get over this feeling that buying a scaffolding business right now.. is possibly a bad move.. Scaffolding requires new construction generally.
Anyways you and Muse are probably the two that do the most research on a company around here.. so ill slink away into my hole and watch the SP 2x from here haha
The nature of projects is the big thing...they aren't putting up scaffolds for residential construction that is for sure.
But I can't shake the feeling in terms of where the business is at in the cycle like you. When I glace at my portfolio tickers and I see ACF the first thing that usually pops into my head is "time to sell?" lol.
That would be XTE??
Clicked out a page and noted your last comments on both haha. I'm with you there, not here. Curious about this company though to see how they fare in the near future.
Up 5% so far today :) Just keeps chugging away nicely.
Past $1 now...nice to have your largest holding do so well two years in a row and still look reasonably priced :) https://www.sharetrader.co.nz/image/...AAAElFTkSuQmCC