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13:59
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Originally posted by RobP111:
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I have a feeling that GL gave them all a bit of a scare when he spoke of achieving a RRR of $180M. Since then, they have been referring to $150M, which in itself is terrific. But the $180M has not been mentioned for some time. think the recent analysis by Shaws stated the $67.4 as the revenue, and then during the CR, Shaws used $96.7M.
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the reason for the discrepancy is detailed in the report, i interpreted it as though that extra 30mil revenue was cancelled out by payments for goods that generated that revenue, so yes while it is revenue it has a direct resulting cost. so doesnt really contribute anything. interested if others thought the same
