RE: Interims8 Sep 2025 11:05
Improving EU and rebuild of Ukraine (hopefully on the horizon) should mean materials are in demand, particularly with the German and UK (reeves to unleash property building in November as they have no choice to get the economy moving ) economy.
SRC look cheap to me, especially looking in from outside the UK, I dont think its an acquisition target yet , but I do think this is a buy and forget share for 5 years +, steady rise toways £1.50 in 12 months time would be sensible, I also think the management's track record of acquisitions to feed growth will likely feed into another big deal to come, probably in this calendar year.
DYOR, a well run business that is maturing nicely.