Hi Phillip, young graduate investor here. Big fan of your blogs. Your content is one of, if not the most level-headed and helpful content in i3.

I already have a sizable portion of gkent in my portfolio but I'm considering increasing my position throughout the covid period as prices have plummeted.

My one concern about gkent is that most of their profits seem to be generated from engineering rail division. And at the moment - they only have the LRT3 project in hand. What do you think about their prospects past 2024? Management has said they would want to prioritise metering income moving forward. Won't this dent their profits if no new engineering projects are won?

ie. I see the value in gkent, but what about the future growth prospects of the business

Hi if anyone is attending the AGM, could you kindly share some of the main points with us - specifically about the state of their current incubatees and their future prospects or plans?

Am a long term investor here trying to get some clarity on their business