probably the most telling comment was right at the end of the call ( moments ago ) was the order book sits around $5bil which is down from EOFY 2019.
if this little nugget had been disclosed at the beginning perhaps someone smarter than I would have explored the difference , although you would gather that covid has had a bit to do with it. on the flip side , chasing more north american work - usa and Canada
anyhoo , lets see what notes to clients say in the next few days ....
carry on
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