Seems pretty overdone, but the lack of transparency wrt the...

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.