Q: IBI Group appears to have it troubles behind it. Earning ratios have been comparable to WSP and its debt in now very manageable. It trades at half the valuation multiple of WSP and as valuation multiple are contracting do you think it wise to divest of WSP and invest in IBI Group.
Q: Good morning and best wishes for Christmas/Holidays. What would be your opinion on this company as a infrastructure play?
Thanks for all the great service
Thanks for all the great service
Q: It has been 7 months since you last commented on IBI Group and in that time, the company has done well. They have been awarded multiple contracts, their recent earnings were solid and included raised guidance, and they just hit a 52 week high. Would appreciate an update of your views going forward.