The CMS business came in with the BigAir acquisition.
However, they've already flagged it for a while that it's being wound down.
So that should have already been priced in.
In fact, the EBITDA came in exactly where they previously announced it would be - $13.5m. No surprises there. Not sure what exactly the market was expecting.
Ann: FY20 Results Presentation, page-16
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