Nothing quantitative, Mike, and Gee if you were a CEO of any MS...

Nothing quantitative, Mike, and Gee if you were a CEO of any MS stock you would be very brave to try to predict at this stage of the year.
Having said that, here is a summary of recent AGM.......

"Monadelphous Group provided its 2014 AGM presentation, reporting sales revenue was down 10% to $2,330m. NPAT was down 6.3% to $146.5m, underlying NPAT down 11.3% to $138.6m and underlying EPS down 13.1% to 150.4c, DPS 123c. Robust cash flow from operations was $117.6m, conversion rate of 83%. The Company also reported record safety performance - 21% improvement; Increasing LNG and CSG activity reducing impact of slowing mining and minerals, awarded $1.8b of new contracts and contract extensions, Company-wide cost reduction program savings of $53m p.a; Strengthened position in new service markets (pipelines and marine), broadened exposure to oil and gas market; sale of non-core aviation support services business, Skystar."

I think a very creditable performance for the 13/14 year and while we all know how tough it is out there in MS land I would trust MND management to produce (in the circumstances) another creditable performance for 14/15. Given their strong financial position and top shelf management I certainly wouldn't be a seller at current prices.