anyone see the qrtly contents yet?, page-16

  1. KKR
    1,293 Posts.
    lightbulb Created with Sketch. 515
    Good point. The figures are not that bad. I do wonder about the expectations bit. Many of the figures are ahead of "their" budget forecasts, but perhaps not "our" forecasts. Considering Anvil management has been quiet, it seems our expectations are ahead of reality. Maybe?

    But I really think things are not that bad. Two pretty solid quarters now.
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.