I suspect they are after full service supply like they can...

I suspect they are after full service supply like they can almost do for FMG.
So I suspect they may need more rigs, but only to displace others they see off teir1 sites as they expand customers to a one stop supplier covering all with water.
Cutting out any middleman employed by those companies to ensure work runs smoothly between water contractors on the job.
Then workload becomes beyond consistent to bankable tied customers over time.
I see growth ,expansion of services on offer and the taking over of a small water supply project to prove themselves not only capable but competent for bigger deals.
Now what rural mining town needs reliable clean water next to a mining company?

30 PC growth I wouldn't be surprised.