What do you make of this @bug1 ? Macquarie simultaneously downgrading and flagging that Vocus will report at the top of its guidance next month. Seems contradictory to read the headline, so I'd expect there's meat on the bone in Macquarie's assessment note to justify the downgrade, but I can't access a copy of the report.
Ann: Investor Update Presentation & Confirmation of FY18 Guidance, page-425
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