Ann: Rig utilisation update, page-17

I agree it's not Forge V2.

Doesn't appear to have intentions of going down the EPCM route, which is a good thing - it's a margins game and the main players have been established for a long time.

As long as Jimmy sticks in this lane, maintains the niche and carves out a viable market share - the platform for growth will be there.

As always, if diversification is attempted too early, without pinning down and being an expert in the field - it's where these plays come unstuck.

Like the story - like the price paid for assets and cashflow/profitiability has already been established.

Sustainable, even paced growth should be the end goal here - it's been a nice start.