Q3I'm intrigued to see what Lamb has to say about the sale of LLR and current state of affairs next Thursday and if there are any clues about the 2nd EST. If there is not going to be an EST, the company will have to provide a news release stating that the company is unlikely to hit their Revenue forecast for the year.
Personally, I dont think that will happen, Lamb is conservative in his numbers and the company now seem to have an established model of 4 regular tenders and 2 ESTs per annum. When Lamb warned the market earlier in the year that the company was revising its production targets he maintained that the comapny would still meet the revenue target of 200-220m. Therefore, I would be very surprised if this didn't materialise as forecast.