Ann: Half Yearly Report and Accounts, page-5

We knew a divisional breakdown of business segments was going to drift away for some time, and analysis would be harder moving forrward. Quite frankly I am not proud of company for doing so as it sent us to the more opaque...

I am also not happy with the pre-merger correspondence that said it was unlikely  no tax credits were likely to be achieved with MSP stored losses. Yet in this report there is $1 million plus tax credit achieved without explanation. Where did it come from.

Although transparency has suffered post merger I am still comfortable with company's progress. But I am more excited by current Indian election opinion polling showing a clear majority to Modi, and with this latest flare up, the likelihood of the Indian  contract looks to be in reasonable shape. 

Stupid prices prevail. I see a doubling of SP when it is announced. The value of the military deal is not in the first contract but all the subsequent deals as this will become a flag bearer...