capitulation, page-11

TBE ... not everyone's burying their head in the sand. I'm the first to acknowledge the abundance of risks, and since the day I first bought in (reasonably before the half yearly) my stance has been this is a high risk stock, and it has only ever been a very small part of my portfolio (I'm not a trader in most instances). Nothing has been made public to change that, but the upside potential still exists (high risk).

Having said that, I don't quite follow "Why haven't NBS explained the position of the Malaysian contract? Slower than expected ramp up is not sufficient."

How much detail do you expect from them? Do you expect them to go into technical, legal, or other detail? To me, the key is really is the contract proceeding? Provided it is (and is not another Vietnam) then there was IMO no need to provide more detail.

Problem with this company is the number of issues (quite a few) means people want all the detail on everything. Not gunna happen. Sure, may fall in a heap, but in early days of any newer business delays are relatively normal.

MJS

My sentiment is "spec buy" rather than LT ...