An article from yesterday's AFR (link for members or take a free AFR trial):
http://www.afr.com/Page/Uuid/4be22d1e-5b0f-11e3-a163-813277711dea
A good article- best to read the whole thing, but it has this to say at the end:
"The acquisition of Keystone will expand UXC’s exposure to government spending, and from an overall perspective, analysts at Moelis saw significant financial benefits, upgrading profit forecasts for 2013-14, 2014-15 and 2015-16 by 3 per cent, 8.8 per cent and 8.9 per cent respectively."
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