Have you accounted for effect the Newmont loss will have on FY19...

Have you accounted for effect the Newmont loss will have on FY19 revenue/EBIT of the pre-acquisition PEA business?

I haven't tried to do the numbers - but with Newmont being 16% of their pre-acquisition revenue, I suspect it'll account for a large chunk (if not the all) of the gap you're talking about. Note, this is what led to the substantial SP fall last Nov - so well priced in. I don't think PEA can give us a precise breakdown of this or they would be providing commercial info on margins to their customers and competitors.

I think these are a reasonable set of numbers - back to growth after the loss of Newmont and the possibility of a good jump in the SP when they pull off a contract/(s) win/(s) that re-deploy the generators currently being used on the Newmont contract.

I was a hold - but with SP at 53c a posing ... changed to BUY!