I would think some were expecting to hear re contracts for defense. Defense have been releasing some contract details for militiary expenses in the last few days. Including the contract for BAE systems Australia for Land Based units which I think some thought may head this way or at least partially.
http://www.asiapacificdefencereport...400-Phase-2-to-help-drive-Australian-Industry
Original announcement that portrayed our non involvement was on 28th July
http://www.asiapacificdefencereport...my-s-Mounted-Combat-Reconnaissance-Capability
The drop in price has been higher since these announcements anyway so seems to be a bit of the reason.
I would think some were expecting to hear re contracts for...
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