brr interveiw available now, page-4

so the nepsys client is a repeat customer - it could be chevron or shell, who have had nepsys work done elsewhere in the world previously, but i suspect it'll be helix or apache.

you still get the impression lange is very excited about the very near future, let alone the next 10 years, when referring to the outlook for neptune.

a lot of reference was made to the SP, a lot more than i thought necessary. clearly the top20 holders havent abandoned NMS in any way, and the turnover remains relatively low on a daily basis.

i guess we can expect some coverage in the coming days, from not only the media (afr on 21/11 id suggest) but also updated broker reports etc.

what event is likely to trigger a reversal of the SP is anyones guess.