How come the so proclaimed contracts with O&G shale plays - did not appear in the September P&L? With the price of O&G you would expect that the shale plays will be bettering down. I heard that most of the shale gales was financed with debt which they will be unable to roll if oil keeps plumetting due to lack of demand. This could get very spicy quickly.
What about the hospital & health market, IEVM claims that their product is cheaper and more effective surely clients would be lining up to cut costs.
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