CEO did mention shipping disruptions in the second quarter of HY24 but said that post the reporting period things had improved. I am looking at the fact that the existing report has accounted for a 50% effect due to the shipping problem and given the improvements they expect from the latest acquisitions as they bed down my feeling is that the metrics will probably improve next half sooner than decline. Still plenty of risks but make sure that you offset with the positives.
Ann: 1H24 Market Update, page-71
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