Completely agree the US is the bright spot, 200m in purchasing capacity says to me the US can make a similar amount to ANZ medium term. This year contracted at over 100m already, if that can be sustained each year the US will grow very quickly as purchasing in prior years has been well under that at times. 'Time shifting' some profits into expenses for growth is a good way to keep the tax man at bay, not sure it helps hit 11% CAGR and 16% ROE targets in shorter term though!
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