Ann: Wilsons Rapid Insights Presentation, page-5

Yep, nothing new. It's been there all along if you're willing to look. Small jump today. I'd venture a far larger jump after the next quarterly provided there are no surprises. Selling today at short term trading gains from yearly lows will I'm pretty sure look like a very dumb trade given the operating conditions that have been repeatedly spelled out & the leverage coming with increased utilization rates. Margins are already increasing and there's more to come. Walking away from the Olympic Dam contract due the insufficient returns will look like a smart move later this year when rigs won't be available. This has a long way to go from here to reach fair value.