Thanks Joshuatree, where TPI has reported writedowns on industrial TOX seems to have found a nice niche in coal seam gas is this correct.
A much nicer record, are you expecting the growth to continue?
The industry is a nice one but TPI need to demonstrate they can capitalise on it like TOX has done. Presumably you consider the price relative to the balance sheet and growth prospects more attractive for TOX than for TPI?