mrgw - for someone not downramping, you aint doing a bad job.
i do 'understand where you're coming from' but likewise if you have invested in such a growth story, surely you know the cashflow situation they experience EVERY QUARTER is necessary - they need to keep spending money, to prepare for the next job, to further develop nepsys for ever more challenges. and yeah its likely its this risk which is contributing towards their current SP to some extent.
an investment in NMS is a constant need to hang on for the ride, which despite all the negative industry press and 'so called educated theories', is showing a business model that IS WORKING.
from my perspective, this is THE QUARTERLY WE HAD TO HAVE.
it so well exceeds anything previous, with great contributions from all existing sectors, and acknowledgment that some sectors will be even bigger in coming months, thru vessels & rov's.
LANGE YOU HAVE SATISFIED ME - YOU CAN HAVE YOUR OPTIONS.
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