Good news is coming, page-11

Talking about it and actually not say anything.
Dangerous either way.

I suspect the information will be broken into 4 main chunks:

1. Trading update on China and its regulatory risks (ie: Paint China as the Problem)

2. Update on Supply arrangement (paint it as the Solution to China problem)

3. Provisions on 2 x Class Actions (BAL to paint this as Noise and reaffirms commitment by management to better manage shareholder expectations)

4. Re-new forecasts based on the above (I suspect this will be lowered given some sort of compensation required to renegotiate contract and make provisions to defend against the class actions)


Un-audited accounts are a possibility but I suspect that it won't happen because it takes awhile to reconcile the accounts. Their systems aren't real time and suspect that contributed to poor management of stock inventory. They would have just started December month end right now if everyone is back on holidays (which I doubt)