I've been very distracted this morning. Has anybody thought about the supply and marketing numbers? CTX acquired milemaker and Gull for at least part of this current half. Why is the half 2 number looking lower than h1? They mention lower retail and supply margins.
I shorted CTX on the numbers, but now need to focus and see if I have jumped the gun. I assume the refinery bit is significantly factored in.
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I've been very distracted this morning. Has anybody thought...
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