Looks like the rainy season came early this year and hit in June/July. They basically said that left q2 weaker than it would normally be and q3 is looking stronger than normal. He actually said it would be a record Q3 but I'll have to see what that actually means historically.
I bought another block. Now trading at basically book value with 150 million in new contracts on the table and a trailing PE of barely over 6 in a roaring mining environment. The reaction to a very solid report is mystifying, but I'm happy to add.
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