contracts, page-2

Hi eltonman,

NMS is not a stock you would hold purely as a Gorgon play. Any revenue relating to Gorgon would be a bonus but if you have a look at Neptune's geographical revenue breakdown, you'll see that they are far more diverse than just the Australian market and in fact, Lange's emphasis going forward are markets such as Brazil, Middle East, U.K.

Perhaps NMS would be a good non-Gorgon play to add to your portfolio, since you already hold MRM, which is more leveraged to the dmoestic market. Please don't take that as investment advice, just responding to your question :)