I've mentioned it before, but more than ever, I believe we'll need more company owned dd rigs to expand the in-house capacity for cheap metres. AP'S got the knowledge and experience to do exactly this and has mentioned such a move if required. 2 or 3 rigs would be a game changer if we start hitting the targets. The money will flow in provided we have the right projects, as we're in metals the world requires to transition.
Agree there's always risk, so it's not for everyone
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