The only thing I could think of was the guidance last year that this first half result would be slanted to the 2nd half due to contract delays etc. Getting close to the dividends being declared I am predicting sellers reckon it might get hammered on the first half result, risky game, with the volumes going through lately thats a lot of buyers looking to get back in if it surprises the market. On the other hand ... maybe its the holders that will be surprised.
Either way, great business with proven performance and genuine growth prospects with expansion planned.
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