Good morning everyone …or afternoon for those experiencing clock...

Good morning everyone …or  afternoon for those experiencing clock time earlier
  .. and speaking of time, I know it’s NOT 2022 yet …. but it is …almost

(even though - by my numbers - there is still 7.95% of 2021 to go).​

(Unless you  stop counting after December 23 - when things often go into a bit of a Christmas /New Year hiatus in which case there is only 5.75% of the year left!)​

(— which still seem a lot?)​

However you count time,  Season’s Greetings


And as the silly season hiatus often starts well before December 23 (as those in control of the bots think of Christmas freedoms and potentially take their collective eye of NRW prices for a bit?)  perhaps it will be a time for bargains?
Or are these ($1.675 now) those bargains now?

- Strong hints from Jules in recent updates that Baralaba will be renewed some time around the cusp of 2021 and 2022 ( last contract there was Wonbindi (29/03/21) adding revenue of  $120m through to June ‘22 [ref])

(Bigger and longer would be better this time?)​

And the official stamp on the big ones at Curragh and Karara still to come? (Or am I being absent-minded). But they are so well known already would further official news impact the price?
FWIW another reminder that the day the LOI for the $1b to $1.4b Curragh contract was announced (16/08/21), the price here opened at $1.71, saw a high of $1.73 and closed at the day’s low of $1.685.

And back on June 18 when the$702m Karara LOI was announced [ref] the price ranged thusly : ​

And since then much has improved by way of workforce issues, tender pipeline, other contracts and all the other reasons Jules has spoken of .

And those prices were already ridiculous after the FY’21 half year results  — which proves NWH is very much a market toy .

I think this might be Jules’ fault for being so transparent about the business;
- They manipulate us because they can.

But I have confidence in the future so am feeling a little cocky : )



Best wishes to all,
cheers