SM used the London pack as his reference.Bit of waffle and...

SM used the London pack as his reference.

Bit of waffle and around in circles and stepping carefully.
Certainly wasn’t a polished preso which is good and bad.
Outside of SP ….. not sure what motivated him to do it? But that doesn’t matter really.

Key points;
- many programs are concluding planning and logistics and set to go soon
- upto 40% saving on those programs in comparison to previous
- no CR ….. which removes so much of what has been holding back SP and buying IMO
- funding and partner talks are progressing and news soon
- everyone in ZIm on board, PPSA coming soon…… I listened carefully, i got the impression he knows when.

it wrapped up a bit weird and did not address question …. Ie Q&A directly, just inferred he had answered most of them.

i can’t help think a top 20 might show who is buying.

Based on everything i am seeing (IMO) nervous retail doing the real selling……. Big players adding, but are applying selling pressure. No CR should assist.

GLA