I disagree - they had a shocking first half, but seem to have turned it around in the second half. I won't feel all that confident until I have seen the next H1 report, but if it builds on the second half just gone, it should be a strong result. NZ seemed to contribute heavily to EBITDA, so the latest government win in NZ should be good and if they genuinely are getting the rest of the business in Australia and one offs and capex spending under control it won't be a drag on the whole result.
I am quietly confident.
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