Possible hurdlesI am a shareholder and don't think we have what it takes to get back to $20 anytime soon. Luckily for me the dividend is pretty good at 4%++ but hopefully the SP rises back to 20$+++
I am concerned with staffing hurdles (there are no more workers of this type on the job market). Everyone wants to work on computers from home. We will have to pay BIG salaries on our thin thin margins.
Backlog is nice but can we even deliver? I hope we are charging BIG premiums for any new jobs in spite of this reality.
I hope our concessions will do well, thats easy money like the bermuda airport.
I think we will need to be leaders and restructure the business instead of relying on low margin work / projects that no one even wants to deliver.
we should avoid transit projects stakes as well. It's declining with WFH. We will gladly build it, but no stakes please (gvt pays construction costs, we should not be interested in owning any of it).