Agreed,if they can turn at half way with half of the full year...

Agreed,
if they can turn at half way with half of the full year profit in the bag, then they should easily beat full year estimations,
of importance will be comment about the near term outlook, you would have to expect it to be very positive, hopefully some talk on the kiln upgrade as well as comment on the new businesses, they will have some idea about how the second half is going, as we will already be 2 months in.