External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>Investing in contractors is inherently risky, whether it is fixed cost contract blow- outs, lower capex budgets for customers or competitors taking on projects at low margins to generate cash flows – good long-term performance in the contracting industry is rare.</li><li>It is therefore important for contractors to have a point of difference. In our view, DUR has a unique offering compared with many other contractors.</li><li>DUR has two main points of difference. The first is its positioning operating as predominantly a remediation contractor.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Investing in contractors is inherently risky, whether it is fixed cost contract blow- outs, lower capex budgets for customers or competitors taking on projects at low margins to generate cash flows – good long-term performance in the contracting industry is rare.It is therefore important for contractors to have a point of difference. In our view, DUR has a unique offering compared with many other contractors.DUR has two main points of difference. The first is its positioning operating as predominantly a remediation contractor.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Duratec Limited (DUR) - Sector Tailwinds for Remediation Contractor

Duratec Ltd

Duratec Limited (DUR) - Sector Tailwinds for Remediation Contractor