Ann: Deliveries to BMM Commence, page-46

Agree you would hope that next years monsoon should have less impact after lessons learned and improved facilities.

Communication has not been a strongpoint for NSL with long gaps of fresh air and many questions to be answered. I don’t doubt the credibility of the information we are fed. They announce we have orders, fact, land grants, fact, and so on. Problem is orders do not get filled with no explanation, then months later they start getting filled and on better terms. How about an Ann saying original BMM order was rejected by NSL after a delay by BMM and NSL are renegotiating more favourable terms. Even if Ann’s like that are seen as negative at the time the follow up Ann saying order to BMM commenced and at better terms, that then strengthens support that management are making the right calls and can be trusted.

Being in India is hard yakka so all the more reason for good communication. Better communication would go a long way and then the delay in filling orders may be accepted more readily by the market, an informed market is a happy market.