Yep a good summary jct - Baggy will be impressed.
I think the point you made about O&G companies not letting billion $ assets deteriorate in good times or bad is particularly pertinent given the doom and gloom around for 08.
NMS will be servicing O&G sub sea infrastructure around the globe for some time to come imo. Can't wait for the day when I have to make a choice between dividends or DRP.
just a quick question, page-5
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