Yep I tend to agree.
Assuming they have the capacity, think they are in a great position to meet demand from Coal miners who should be cashed up for 2017.
Nitro and Tom Browne they bought off receivers, Hughes is in Admin and Major Drilling was based in Brissie and exited AU in 2014. That's four big competitors that were there in the good days of 2011 and 2012 that aren't there anymore.
Breaking out, page-2
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