MSV 0.00% 42.0¢ mitchell services limited

Re coal - good comment. It is good diversification indeed to...

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    Re coal - good comment. It is good diversification indeed to have met coal. Gold can do anything I suspect, but at least the reserve banks are busily debasing our currencies. We have the Lithium work rising in importance, amongst lots of other materials. IMD (which I hold - but am not trading) has a good overview on pg 15 and 16 of the general outlook. Aussie and US overall rig utilisation in March at 75% ish. Even if MSV is larger in rig count, it does not appear they will catch up in revenues, so I suspect there is either a bit more value add in DDH, or they have bigger and better rigs on average. I'd like to know.
 
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