Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi team, thanks for your great commentary and analysis! What are your thoughts on Ventia VNT? If you weren't holding SRG in the Emerging Co's portfolio, would you buy SRG or VNT (or both/neither)? Thanks, Craig
Hi Craig,
Broadly speaking, we like the space both SRG Global (SRG) and Ventia (VNT) with both showing good momentum on revenue/contract wins. We prefer SRG here though, trading on a 25% discount to VNT with similar gearing. We expect to see strong revenue growth and margins to hold up for SRG, it remains a key pick in the Emerging Companies Portfolio.
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