I was hoping someone would have started some discussion on this...

I was hoping someone would have started some discussion on this as I'm only just back from hols.  For those interested ...

Very much inline with what I expected when I looked at their 2Q sales activity (see post  https://hotcopper.com.au/posts/37092350/single ).  They didn't quite get to $30M revenue in 2Q and didn't quite get to breakeven in the half (-$0.5M excluding financing costs of ~$0.5M).  With 1H confirmed, IMO I now think it's highly probably that the 2H will show RDF return to profitability and now a better than even bet that RDF will be profitable over the full FY19.  

With recent significant rise in SP, I'm now well above my target weight, however I think RDF has a long way to run up as it heads back into profitability (ave analyst SP target was 80c before results came out) and if they pull a large contract win off, it could shoot up significantly.  Therefore, I'm a very happy holder (but would be buying if I didn't hold so many already).

Others thoughts?