WC. you did well to jump out of BIS. Ang was bad indeed. TTN worth a close look. Positioned themselves to service the multiple wells required to produce CSG. But accom sector is highly competitive and margins will shrink. TTN has re-affirmed 2H earnings so looking solid. Along with SXE my main MS sector holding. Hold some LCM (paid 100.5c) and SWK (27.5c) as well.
confused, page-29
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