The unaudited results are bang on their forecasts as at the half yearlies, so there really shouldn’t be any surprises. Indeed, the quality of the business has improved substantially. Not all sales dollars are the same. Which would you prefer - a dollar from an impoverished African living in a war torn country or a dollar from an American, government funded essential services entity?

It’s pretty hard to top their acquisitions into communications. CDA as a sole product focused detection business would be a basket case in todays geopolitical world and the immediate future is cloudy as well with the Wagner group re-entering Africa.

@lankypom rev +5% and npat +11% above my numbers, maybe im too bearish. 2H showed some recovery. we shall see