It is easier to love ASB on days like today.
Please, please let them get the contract details right?
That purchase of extra land next door at Mobile is looking like a good idea.
3 craft and possibly up to another 9- they all represent revenue but the latter craft would be the EBITDA and NPAT in the long run.
If they get more USN contracts- could they move some to Henderson? That could be a good result.
Keeping a lid on it. It would be good if they were to provide a schematic showing legacy contracts running out and new contracts coming in.
IMHO DYOR
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