Off the top of the head stuff, and its a bit of a movable feast obviously but.......... I'd add another 5-10m re net non-cuurent assets. Also some of the intangibles such as patents, contractual agreements would probably be worth a bob or two (c.f. plain old 'goodwill').
On other matters, I was thinking about the drop in revenue and there might be some perfectly legitimate explanations such as distruptions in supplies due to (was it Solon's?) bankruptcy and/or an accelerated shift to commercial projects in the face of increased competition in the consumer market. Who knows? The thing is this might be a relatively minor transitionary hiccup (maybe not) but why the hell can't they issue an explanation?
CBD Price at posting:
8.2¢ Sentiment: None Disclosure: Held