Ann: Half Yearly Report and Accounts, page-4

This report is a lot stronger than the market indicated today. Fundamentally the company is definitely on the up in a big way.

- Defence and property revenue, which makes up 41% of revenue, was significantly higher than pcp. This revenue stream is pretty safe to lock in for FY15 final report. Defence and Manus / Naru island contracts with DIBP are solid, significant new contracts have been obtained in both these spaces. This revenue is locked in, it aint going anywhere fast.

- Oil and gas hammered the Americas and Resources revenue streams. if oil wasn't so low the report could have been gangbusters.

I suspect this SP will bounce hard. If oil gets back up then the FY15 will be GREAT. Good chance I'll get more tomorrow...