Q: What is your opinion on Atkins Realis Group and its current valuation ? This Co seems to have a stronghold in the infrastructure space globally including expertise in Nuclear reactors market. ( with all the power/energy needs around datacentres and US Admn push for nuclear energy).
We took a small initial position, with today's market pullback.
We also own WSP Global, for a while with a 3% position.
Does it make sense to own Both with an even split or just one holding is enough for this sector ? And if so, which will be your favorite and why ?
Thank You
We took a small initial position, with today's market pullback.
We also own WSP Global, for a while with a 3% position.
Does it make sense to own Both with an even split or just one holding is enough for this sector ? And if so, which will be your favorite and why ?
Thank You
5i Research Answer:
ATRL has been showing strong momentum, it is growing nicely, with strong margin expansion, and...