they also mentioned that STS was in its best shape ever and that nothing had changed for them - full order book with margins holding up at 08 levels. I got the impression that they were deliberately not spruiking as there is so much uncertainty affecting others (eg CLO announcement last week that came out of the blue) so jumping up and down and saying "we're fine" might not be smart, even if it's true.
agm, page-4
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