Agree with what has been said. Expect the PE guys to move in and...

Agree with what has been said.
Expect the PE guys to move in and mop up the rest.
Cahsflows and no debt suggest dividends still very sustainable.
One of the best yields in the market.
Share price might drift a little lower but not much IMO.
Not sure whether the 'delays' to orders are just that, or that they won't eventuate. That bit of teh commentary was vague.