EDV will be opportunistic with acquisitions: there are more pubs available (for sale).
With refurbishment/renewals, EDV has built up expertise, and may tweak this area a bit more. Brisbane's Brook Hotel is a acse in point (to feature in EDV's Investor Day). the CEO mentioned how to allocate capex was dynamic, i.e. constantly changing.
EDV expects interest expenses in FY 24 to be around $280 to $310 million.
This concluded the questions.
Overall, the information was good and somewhat more positive than initial media reaction, although if there's a bad recession, EDV like heaps of other businesses won't be immune. However, it's doing fairly well at present.
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