Ann: Trading Halt, page-41

From Pendal - Fund manager Commentary month ended June 30th/2018

"Overweight RCR Tomlinson  
RCR Tomlinson (RCR, -13.1%) is a diversified infrastructure and engineering company, with a particular focus on renewable energy projects. It fell following some market concerns that there may be a shortfall in near-term earnings versus expectations due to a lack of recent contract wins. We believe RCR will continue to benefit from a strong pipeline of infrastructure and mining projects and it is particularly well placed to benefit from a structural shift to more renewable energy sources. We have been adding to our position on this recent share price weakness."