Ann: Investor Presentation and Trading Update , page-6

Not buying this morning but the price looked good. Under the circumstances the company statement didn't appear so bad as to warrant the sell-off this morning but obviously quite a few dissappointed holders looking to offload. Though the company does make a point of noting the further profit risk it faces if it loses a major client. At least they're being transparent with the market. Still great stock if the div holds(>8% fully franked) and they see a little growth.