Ann: Profit Guidance , page-11

Probably the best thing to take from the above ANN:

"UXC expects to grow underlying earnings in the second half of the 2014 financial year as compared to the previous corresponding period, as well as for the whole of the 2014 financial year. This will be assisted by new earnings contributions from the recently completed acquisitions of White Labelled, Keystone and certain North American businesses of Tectura."
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So, UXC is saying H2 FY2014 will be a screamer in performance- the second half will make up for the first half (this half) loss, and make us more profitable than 2013 results overall. The market knows this, which is why we have not been overly-massacred. Can;t see much reason to rush in here, though. Once the new shares for yesterday's purchase some on board, the market will probably pull us back again for the dilution factor.