Yea, non-core Australian assets they said, and Data Centres where only thing mentioned. New Zealand was a change of direction, and in the slide on ROIC seemed to impress analysts. I just get the impression their has been a bit of a shift in the way they are thinking between FY and Q1update.
(i could easily be reading too much into it)
VOC Price at posting:
$3.16 Sentiment: Buy Disclosure: Held
