If I was to guess, then either large contract win requiring...

If I was to guess, then either large contract win requiring significant new rig builds, or acquisition of a technology company that would help leverage/accelerate Orexplore uptake much faster than they could do organically.

I would be a little surprised if it was driven by rig builds as I would expect there is flexibility within existing balance sheet. It would have to be big - say 10 new rigs at Olympic Dam etc.

Just guessing....