$2.6m is an understatement of the full impact to EBITDA. They...

$2.6m is an understatement of the full impact to EBITDA. They need to also factor in redundancies which will easily be another $2m hit to the full year number assuming only a few get redeployed.

SP will unfortunately continue to drift lower unless they win more contracts; Will take a pretty big hit towards the end of this month when the redundancies get paid out.

Considering the massive hit to EBITDA, fair value for this is probably around 15 to 20 cents right now in the absence of new contracts / extensions being won. I'm hoping we win a new contract or major extension in the next 3 months.