At least Mal isn't posting every opening of an envelope as a price sensitive announcement these days!

The drumbeat with AVA is always the same. No growth, but next quarter/half etc will be x%. Today's example being flat growth in 1H but still FY 20% growth. Well that means they are planning on a huge second half and yet there's no reason to believe that will come to pass. You just get the feeling that whatever they are doing (products etc) is actually just not that great – which I think is sort of what @lastever is getting at.

An excellent example of management simply not delivering on what they said they would do. The growth has been promised for at least 3 years here but has never been delivered.

Morbidly fascinated by this. How can a company with an apparently high quality border, fence and undersea cable security tool, in the middle of ratcheting incursions on all of those, not be growing sales?