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Ann: PNG Sales Order and FY23 Guidance Upgrade, page-9

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  1. 141 Posts.
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    Echo all of the above. The most pleasing aspect of this is the operating leverage they are now extracting from the business - note, this is a margin driven upgrade - no change to revenue guidance. They are in one of the few sweet spots of the economy at the moment, with sustainable tailwinds in the medium term, and execution has been impressive to date. Tick.
    Last edited by Wagger: 21/04/23
 
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