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Companies that will benefit from ongoing infrastructure spending will include Atkins (ATK), Waterman (WTM), Sweett (CSG), Driver (DRV) and RPS (RPS) etc. Paul - any comments on the big acquisition (reverse takeover) by Alliance Pharma (APH) today?
Good luck with this one guys but personally I still really think the BoD of Norcros are overpaid for a company of their size. I held for a while but sold out primarily on this basis.
Paul - would also welcome any thoughts on IS Solutions (ISL)? Prelims out today.
Paul - be interesting to get your commentary on Red24 (REDT) FY results from today. Cheers
Paul Re: Sweet (CSG) I agree partly with your view although it is very positive that the CEO has clearly stated the issues are surmountable and in an interview over the last few weeks that I saw he stated he would not have moved from his MD role with ATKINS to take the CEO position if he deemed the problems weren't fixable (although none of…