Sorry I should say, I'm not too worried about the downgrade in performance. Things happen in a market that are just out of a company's control - I'm surprised management even try to forecast results, they are rarely right and make a rod for their back when things go poorly for the quarter or FY.
As you can probably see, I'm concerned about the Balance Sheet position once the $150m is stripped out of the asset base.
CSV Price at posting:
24.0¢ Sentiment: Sell Disclosure: Held