To provide a counterpoint (noting I hold IRL & SM). Whilst not great to see revenue fall - services are by their nature cyclical I'm more encouraged about the takeup on the Elastic MP-FWI, which I think is unique (for the moment anyway). Next few quarters will be telling if they can move from trials to contracts on this product, but if they can DUG should rerate. I think the market is encouraged by the upgrade in the order book and therefore the bump this morning (noting a pretty big fall to this point but the market did get ahead of itself). I do agree that HPC will only be a sideshow, I was hoping to hear more about how the cooling systems are going too - noting they licensed that to a US partner last year, but no word on progress yet. For the moment I'm happy to hold, and see how it plays out...