Given no update on performance, you would expect them to hit...

Given no update on performance, you would expect them to hit guidance (which was 15.2-15.5cps for FY2019....so ~7.5cps for 1H2019).

The only issue i see is how they are managing cashflow.....guiding to 87-92m in PDL purchases, 8.5m in Volt purchase, ~13m for Receivables NZ and they did not have much cash at the end of June so presume they used their credit facility so leverage would have increased.

It is a little frustrating that they continue to do these little side deals (volt, balbec) that potentially distracts from the core business, so I do think they have to nail results to move higher from here.