by Rowan Goeller | Mar 5, 2020 | Construction and Basic Materials
Australia Again!! Key message: The challenges of operating a construction company remotely are again apparent. WBHO failed one of the three Golden Rules of Construction – avoid new geographies, new disciplines and only use the A-team. The Infrastructure business (a...
by Rowan Goeller | Feb 21, 2020 | Construction and Basic Materials
Key message: The cement market is very weak. Short term relief depends on government intervention (tariffs, infrastructure program). PPC’s balance sheet is under pressure but not in trouble, but debt restructuring negotiations continue. Cement marketCement volumes...
