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ASX:NWH

NRW Holdings Limited

Investment Summary

The fund managers believe that NRW Holdings Limited currently faces challenges, evident from its recent share decline following the resignation of its CFO and anticipated weaker half-yearly results. However, in their opinion, the company has high-quality customers and contracts, indicating a robust operational foundation. They also note that NRW's diversified growth story presents value opportunities, and thus, they are committed to monitoring its performance closely moving forward.

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Commentary From The Managers

Clime

31 Jan 2025

$3.43

  • NWH finished the month lower due to CFO resignation and weaker half yearly result expectations.
  • Clime continues to monitor NWH's operational performance.
  • Clime considers NWH's customers and contracts to be high quality.
  • There is perceived value in the company’s diversified growth story.

Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

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