AFF Member Stock Discussion

Waterco is combining Davey Pumps into the Waterco computing system to remove duplication. It is going ok.Probably they can make 25% larger profit in 2027 by using Malaysia for more manufacturing.
Energy Action is emerging from a long period of fails. They are now doing work on some large corporates as their software is working very well.
Acumentis has had to change from doing mostly bank valuations as some banks now want that done for $45. The Jimbo budget with CGT changes will help drive up business demand.
I had better say we have quite a few shares in these three.
The previous folks involved in running Wiluna which is WMC should be avoided.
Want to look into GDG which is Generation Development as Challenger has interest from a Japanese shareholder. GDG need to accelerate profits.
 
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