I'm a tourist here, albeit a tourist who did own VNT previously. This is a segment with EBITDA margins of ~6.5%, so while 2% doesn't sound like much it has the ability to significantly improve the economics of that segment. Additionally, a lot of the growth in the business was leaning on the defence business and the telecoms business. So what does that look like now? Perhaps the market is just taking some of the air out of the SP. Does it deserve a premium PE to the broader market in light of this new information and it's potential to blunt some of the growth?
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