at last, page-15

If Neptune was a sandwich bar missing cash from the till at the end of the day, I could see reason for questions, but being a rising company dealing with giants in major asset engineering, one or two high value projects falling a month the other side of EOY books is not something that even raises an eyebrow for me. (Neither is disruption by bad weather. Both are just part of the game they are in.) As an engineering services supplier, they IN FACT are at the total mercy of third parties who have a habit of changing and delaying schedules relatively suddenly. Been there, done that, and know that is the case for sure!

As a possibility also, the explosion at the Apache plant overnight may have caused other projects with Apache to be shuffled forward a little while they work things out? If that is the case, this IS Lange's sudden warning to shareholders within the week, knowing that he made last weeks re-confirmation of revenue... (just maybe).

The company is going places and continues to expand period on period. There is excellent progress and demand all round. No reason it should suddenly all come to a halt now. Not in this buoyant environment.



The news report of the blast (whether it is associated to delays or not).
http://www.theaustralian.news.com.au/story/0,25197,23806020-26103,00.html