Well , the only disappointment really was how good at predicting this report the share price drop off was! And I believe on not much volume.
I feel they are being honest, and obviously a few challenges, but plenty of skin in game and good management they should get through the small hiccup. Whilst the ford contract appears to be the major issue at present, there is the broader one of them attracting and retaining even more companies as clients.
The latter point is probably in the balance more so , and the only reason these aren't a screaming buy
Ann: Half Year Performance and Company Update, page-2
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