Not so concerned about the AFR article - I would have assumed the banks would appoint advisors under a review even. Basically, there wasn't anything in that article not known a month ago.
The bigger concern is continuing to get scaled back on contracts. After Tropicana, BHP is the next biggest contract. While I don't see them winning more work, I don't want them losing more either, especially when equipment is tied up.
korda mentha, page-2
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