I had to re-read that announcement a couple of times to see if I...

I had to re-read that announcement a couple of times to see if I missed anything as I could not comprehend what would drive that sort of sell-off as I viewed that announcement as overwhelmingly positive.

Key takeaways:

While you can't announce contracts that you haven't been awarded the fact that they provided some visibility on a number of sectors and companies they are looking at was a positive.

Pfoam- excellent announcement that has already been covered in more detail than I could do justice.

The outline of upcoming or under way CAPEX projects and the benefits they will have on production, always good to know where the cash is being spent.

Exceeding production and quality targets by 20%, performance like that goes along way to providing the evidence required to secure a significant contract - no point in producing an incredible product or you can't supply your client with sufficient quantities in a timely manner.

Picked a few more up yesterday, definitely a long term hold