Has slid >10% since the H1 result. I thought the result was...

Has slid >10% since the H1 result. I thought the result was solid, better than expected and better than most in the market. Couldn't work it out so I did some digging with some insto and IT friends and apparently.....

There is a contract in WA that they have either lost or are going to lose, and also Capex won't reduce in H2 as previously forecast. I can believe this one, and already factored into my investment appraisal, but the contract is a mystery. Any ideas which one this could be?