Ann: Investor Presentation for FY18 Full Year Results, page-92

After reading the report pre market, before it looked like it was going to tank, I decided to sell out based on what I have written to date. Unfortunately, everyone else worked out what the issue was before market opened and the panic exaggerated the fall. But I have no doubt it was funds who have lost patience selling out because they don't beleive the numbers will look good for a couple of years (assuming you trust management.