WRT "I believe the second half profit will beat the first half", the one thing that is bugging me is the accounting treatment in H1 of the final Samsung settlement. Because we don't know how much was in receivables from the previous period, and there is no mention of an impairment or the opposite - an income item for extra unexpected settlement $$, it's hard to work out what adjustment was made in H1 (unless I'm missing something, I've been over the accounts a few times but nothing stands out).
I'm still positive about the results and unless you take a negative view of prospects, it's worth at least 30c I think. However, if I was sure that there was no impact in the P&L then I'd be really positive about H2's NPAT (excluding any impact from starting up the airport link project of course).
Any thoughts anyone who's interested in this detailed stuff?
Cheers,
pb
Potential Price, page-39
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