Ann: Investor Presentation FY19, page-2

I did not get to this afternoon discussion but for those who did, interested if anything was clarified around the outlook statement - "Boral have an obligation to recommence cement off take and meet their contractual obligations until 2031 ". This is the outlook while they also state the dispute will continue into FY20.
The rest of the presentation seems to be much was already announced and no surprise there will be no dividend. Long term has to be a reasonable outlook, but the overseas establishment of their products is expensive so still some risk if they do not get off the ground in the overseas countries.

The 5% climb in share price was interesting today as well, just prior to the announcement.