Yes I did attend. Came away feeling that they were weathering...

Yes I did attend. Came away feeling that they were weathering these conditions well. point was made that pipeline in good shape and that there's plenty of their traditional business out there on similar terms to last year - ie no need to chase business. None of the presenters attempted a sales job on us - probably not their style - cautiously optimistic for the year ahead was my overall take on the mood.
Questioned on exposure to bad debts - responded that they were aware of this possibility but looking good right now. Otherwise nothing more to report.