price attractive esp if tenders eventuate, page-6

we are indeed a 'touch heavy' in a single commodity i.e. coal. Today Downer engineering DOW ann a massive contract of $800m over 5 years.... yet SP continued to drift down. DOW is almost 4x size of SDM, but 800m is 800m. In current mkt something exceptional is required to prompt a leap in SP. Sentiment remains very negative.