Fragrant and aromatic, page-39

Hi ‘49

I really know next to nothing about the US market EDE are chasing.

I think their approach goes some like:

1. Low hanging fruit >>> highways repair & maintain market for state DoTs
2. Reach height fruit >>> highways reconstruction market for contractors under DoT tenders
3. Step ladder fruit >>> varied infrastructure construction with multiple contractors all over America

I would think that prescriptive opportunity exists with 1 & some of 2 and that specifications will be the decider for some of 2 & pretty much all of 3.

This is why I say an infrastructure win or wins here in Australia within the next 1-3 yrs would likely be an icebreaker in that market in America.

Cheers
Dex