Ann: Change in substantial holding from AEF, page-2

Well, I'm following with a buy.  1 year lows...potentially a cheap entry point, assuming no downgrades...
___

Looking at this again: https://www.tenders.gov.au/?atmtype...ed&submitSort=Go&orderBy=Publish Date

I downloaded the data, and ordered by Contract Start Date.

FY14 (9 months shown) had $3.0m of contracts (15 total).
FY15 had $12.54m of contracts (24 total).
FY16 had $10.0m of contracts (18 total).
FY17 had $7.52m of contracts (16 total), but including $6.14m for a single contract with ABS.
FY18 had $3.93m of contracts (18 total).
FY19 (3 months in) has had $2.92m of contracts (4 total).

I'm not sure if that's a worrying trend, or just some good luck with big contracts in prior years.  FY19 is off to a good start, especially compared to FY18.


I don't know where else to find useful analytics / insights about RXP.