Ann: FY22 Interim Financial Results Presentation, page-2

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    lightbulb Created with Sketch. 246
    An excellent presentation from the CEO and CFO this morning.

    Among many interesting takeaways were:

    1) "we've had an absolutely cracking January" compared to PCP, which suggests that things are setting up very nicely for H2, FY22.

    2) two mentions about the paradoxical effect on the profitability of Acrow equipment hire when client projects are impacted by Covid restrictions, weather delays, and labour shortages : (i) when these things happen "we just keep on charging" (for our installed hire equipment), and, (ii) it's "happy days" with our installed hire equipment.

    zeno9
 
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