IMO this is a step change report- with committed forecast...

IMO this is a step change report- with committed forecast resources to deliver on these changes. This will either be a turnaround or turn-away story and delivery will be the key determinant.

This report does not detract from the fact that this is still a great business with a great product. Although not being excited by the short term pain - I am pleased to see a strong plan with the necessary committed financial backing to deliver the step changes needed.

As to SP landing points - I think these results were already baked in and the bigger players were wanting to see a cohesive long term growth plan to go forward.