Member Info for DamienG

The update also mentions 479M order book as at Jan 1st, versus 429M on Nov 1st in the prior update

As in, is the expectation that the insurance recoveries are to be received in cash and will reduce net debt by ~20M? I guess they must currently be capitalised on the balance sheet under the "other receivables" item?

Balance sheet borrowings of 59M versus cash of 16M gets the 43M figure mentioned. Where do the insurance recoveries, expected to be received in H1 FY26, factor in?

So they can dispose of 24.9% for 20M? So their full 50% has an implied value of 40M? And the current market cap of SFR is 95M, so the business excluding the Indian operation has an implied value of 55M? Okay....