any news?, page-22

So tell me that RBS analyst doesn't have inside information!! His channel checks are either extremely rigorous or a close friend/relative of a director.

Might be worth keeping an eye on his thesis moving forward. He was right here, and right about the take over (where he said he didn't expact a sale to occur).

Overall though, pretty solid underlying result. Love the cashflow (mostly from reduced receivables), lower debt and interim dividend. Hoping we get to a 4c final dividend and a better price environment as well. Nothing really changes in terms of the story and strategy. Long term buy but no short term catalyst.

FG