RE:Potential Growth Story?I was speaking to a Vln supplier.
I need to do further work, but he mused that with fugitive methane emissions getting increased scrutiny, rather than repair, clients are starting to cut out the worn valves and replace with new to ensure zero leakage.
There might be a new order flow coming from esg demands.
The legal claims are a headache for the share price. But, replacing is safer than repair if the valve is quite old.