I agree with you there. There are a few sectors that are capital...

I agree with you there. There are a few sectors that are capital intensive that have historically been low margin where users just expect to be abundant supply available but where there has been underinvestment and this can lead to periods of shortage, super profits and hopefully for investors a rerate. Can see with mining drillers and refineries of several varieties. This can also lead to overinvestment and a glut of supply but no indication that is happening for drillers. It would be nice for BYL, DDH and others to discuss this.