I thought this was a good result overall. A few key points...

I thought this was a good result overall. A few key points though:

- Integration costs were far greater than expected (fair enough, given the size of the undertaking)
- Underlying EBITDA and NPAT figures are better than expected, given the fact that 1H is the weaker of the two (as mentioned in the report - May and June are stronger months)
- EBITDA was more than 50% of full year target, even in the weaker half
- If the D&A from customer contracts are included in NPAT figure (they are capital expenditures that aren't required in future, therefore cash flow to shareholders), Underlying NPAT becomes even more attractive.

Would love to see what full year guidance is at the AGM.