I think result of second half 2H20 is pretty solid compered to...

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    I think result of second half 2H20 is pretty solid compered to expectation.
    1H20 was $66M EBITA vs. 120. 9 in FY19 or a 45% drop vs previous year and is fully factored in SP ar record low.

    Moving in 2H20 the anticipation is 234M EBITA for a total of 300M$ vs. 420M$ record high in FY20 down 28% vs. previous year with a strong recovery (+254% vs. previous H) due to seasonality. But if you compare with what happened in FY 19 the increase from 1H to 2H was only +145% (1H19=120.9;2H19=299).
 
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