Mixed set of results out from $DSK $DSK.AX H1 Profit was above our estimate ($14.2m) H2 Sales are tracking similar to H1. For the first time, we’ve seen disruptions in the network 10c dividend declared

Dusk has today announced it will not be acquiring Eroma - $DSK $DSK.AX No explanation provided. Best guess is that given $13m was in stock which was priced at around a $3 share price - the price is now $2.7 We've slightly trimmed as Eroma was a key part of the LT opportunity

$HUM $HUM.AX Humm Commercial is currently being valued at just a $0.9m EV based on the assumption that the acquisition will go through. $0.9m for a business which will profit $15-25m.