This is going to be a slow and steady build - market dynamics look strong for many years to come but increased competition, increased costs etc will put a dampner on the returns, unless of course they are able to use real pricing power going forward.
I really don't like the dressing up of the result in the presentation but its always been this way. So I rate it as a solid but not spectacular result.
This is going to be a slow and steady build - market dynamics...
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