Just listened to the conference call - highlights for me:
1) conservative treatment of outstanding debt in Mongolia - management is close to resolution (maybe next week or so) - I expect upside.
2) secured revenue FY2015 $700M - there is normally about $100M outside order book.
3) CAPEX decrease in FY2015 - estimate about $100M ($60M 1st half/$40M 2nd half)
CEO final comment "feel that now on the road to recovery"
Ann: Media Release Half Year Results , page-7
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