I think the switch from strong start in 2012 to soft start to...

I think the switch from strong start in 2012 to soft start to 2012 is purely the loss of the fmg contract which will pull revenue and EBITDA expectations back. i.e. previously revenue would have built on the base, but now for a couple of months they will need to replace some lost business. No big deal just a minor setback as they basically have excess demand anyway. The fact they are holding their guidance shows that they are confident, and also perhaps there was some safety margin in prior guidance. Hope they replace business fast so that we may see an earnings upgrade on release of the FY2012 interims.

This one is a keeper.