i just read their 1st half 2023 report which mention the backorder book running down from 300 mill to 200 mill as supply chain problems resolved.
what is missing from this latest update is a seperate breakdown of the performance of the Das unit. just a few vague comments such as (revenue improved and impacted by construction sector with better outlook for next half). this is towards the end of the report where earlier updates have specifically mentioned their revenue and contribution.
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