My guess is that some of the price action has to do with the respected eureka analyst.
Happy to hold myself, but I do note that the working capital impact does imply it is more in the nature of a hardware business. Software businesses are notorious for low working capital and the need for continuous R&D.
It's a classic tailwind stock in any event, though that is a slightly different paradigm.
Ann: 2014 Results announcement, page-22
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