Thanks for the summary Ravingstark..
Wish I bothered to get on that call. Was one of the questions about why the 09 revenue prjections were described as minumum $600 million in the September 08 update and then suddenly the slid to 530 - 550m? That would seem like a valid query.
Mind you in this climate ..revenue growth is laudable even if they have slipped a bit.
In that sense I agree ajl doesn't deserve to be put in the same basket with the other drillers, but I suspect some are throwing them in anyway. Not really the type of market where you can brush investors concerns aside and make light of anything.
I can see some definite upside in the second half results..less exposure to civil, more drilling , less exploration capex, should spell a better than expected result .
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