Ann: 1H19 Media Release, page-43

Seems pretty overdone, but the lack of transparency wrt the accounting with these companies means it doesn't take much to spook the market. I would have liked to have seen a bit more colour around the accounting changes, even though it's much of a muchness from a valuation perspective (not sure how or why Euroz need to change their PT based on a non-cash accounting change). Given it's the end of February and they re-affirmed guidance multiple times and their track record I have confidence they'll hit their targets and this will look like a buying opportunity in 6-9 months.