anyone see the qrtly contents yet?, page-16

  1. KKR
    1,235 Posts.
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    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.
 
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